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 532 shares of DUHP stock, worth $20,035. This represents 0.01% of its overall portfolio holdings.
Number of Shares
532Holding current value
$20,035% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
489Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio