Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 46,369 shares of DFIV stock, worth $1.64 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

46,369

Previous 49,629 6.57%

Holding current value

$1.64 Million

Previous $1.78 Billion 1.0%

% of portfolio

0.88%

Previous 0.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$34.66 - $38.38 $112,991 - $125,118	-3,260 Reduced 6.57%	46,369 $1.77 Billion
Q2 2024 Jul 16, 2024	BUY	$35.5 - $38.02 $5,289 - $5,664	149 Added 0.3%	49,629 $1.78 Billion
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $71,537 - $79,306	2,158 Added 4.56%	49,480 $1.82 Billion
Q4 2023 Jan 24, 2024	BUY	$30.86 - $34.46 $36,939 - $41,248	1,197 Added 2.6%	47,322 $1.63 Billion
Q3 2023 Oct 20, 2023	BUY	$32.1 - $34.42 $469,045 - $502,945	14,612 Added 46.37%	46,125 $1.5 Billion
Q2 2023 Jul 25, 2023	BUY	$31.45 - $33.77 $769,581 - $826,351	24,470 Added 347.44%	31,513 $1.04 Billion
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $214,318 - $235,095	7,043 New	7,043 $227 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Dimensional ETF Tr Transaction History