Lodestone Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding DEHP
# of Institutions
75Shares Held
5.3MCall Options Held
0Put Options Held
0-
Unison Advisors LLC1.23MShares$31.2 Million3.99% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA479KShares$12.1 Million0.15% of portfolio
-
Quadcap Wealth Management, LLC Frisco, TX243KShares$6.17 Million1.02% of portfolio
-
Rfg Advisory, LLC Birmingham, AL233KShares$5.89 Million0.17% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA225KShares$5.71 Million0.9% of portfolio