Lodestone Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,219 shares of DFUV stock, worth $190,023. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,219Holding current value
$190,023% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
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Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
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Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio