Lodestone Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Lodestone Wealth Management LLC
- $191 Billion
- Q1 2024
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 34,516 shares of DFUS stock, worth $2.07 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
34,516
Previous 32,230
7.09%
Holding current value
$2.07 Million
Previous $1.67 Billion
17.73%
% of portfolio
1.03%
Previous 0.97%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$360 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$228 Million0.61% of portfolio