Lodestone Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,631 shares of DFAS stock, worth $176,671. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,631Holding current value
$176,671% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
871Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio