Lodestone Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 49,183 shares of DFEM stock, worth $1.3 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
49,183Holding current value
$1.3 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
368Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27 Billion1.6% of portfolio
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Forum Financial Management, LP Lombard, IL15.6MShares$413 Million8.36% of portfolio
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Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio