Lodestone Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
254Shares Held
41.3MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$71.5 Million5.07% of portfolio
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High Tower Advisors, LLC Chicago, IL2.34MShares$53.4 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46 Million11.74% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$38.4 Million3.61% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$30.3 Million2.99% of portfolio