Lodestone Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 47,497 shares of DFUS stock, worth $3.26 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
47,497
Previous 48,373 1.81%
Holding current value
$3.26 Million
Previous $3.08 Billion 6.85%
% of portfolio
1.53%
Previous 1.55%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$59.61 - $66.71 $52,218 - $58,437
-876 Reduced 1.81%
47,497 $2.87 Billion
Q4 2024

Jan 30, 2025
SELL
$61.52 - $66.5 $8,797 - $9,509
-143 Reduced 0.29%
48,373 $3.08 Billion
Q3 2024

Oct 29, 2024
BUY
$56.04 - $62.2 $719,945 - $799,083
12,847 Added 36.02%
48,516 $3.02 Billion
Q2 2024

Jul 16, 2024
BUY
$53.83 - $59.14 $62,065 - $68,188
1,153 Added 3.34%
35,669 $2.1 Billion
Q1 2024

Apr 30, 2024
BUY
$50.79 - $56.98 $116,105 - $130,256
2,286 Added 7.09%
34,516 $1.97 Billion
Q4 2023

Jan 24, 2024
BUY
$44.51 - $52.0 $81,809 - $95,576
1,838 Added 6.05%
32,230 $1.67 Billion
Q3 2023

Oct 20, 2023
BUY
$46.29 - $49.87 $1.41 Million - $1.52 Million
30,392 New
30,392 $1.41 Billion
Q1 2023

May 15, 2023
BUY
$41.24 - $45.43 $63,880 - $70,371
1,549 Added 27.65%
7,152 $318 Million
Q4 2022

Feb 09, 2023
BUY
$38.86 - $44.32 $217,732 - $248,324
5,603 New
5,603 $233 Million

Others Institutions Holding DFUS

# of Institutions
787
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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