Lodestone Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 231 shares of DFIS stock, worth $7,258. This represents 0.0% of its overall portfolio holdings.
Number of Shares
231Holding current value
$7,258% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
293Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
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Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
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Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio