Lodestone Wealth Management »

Dimensional Etf Trust shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DEHP) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 49k 28.15
2024-06-30 $1.4M 51k 26.73
2024-03-31 $993k 39k 25.49
2023-12-31 $935k 38k 24.96
2023-09-30 $793k 34k 23.31
2023-06-30 $570k 24k 24.05

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

Top funds holding Dimensional Etf Trust

Unison Advisors
Beacon Pointe Advisors
Quadcap Wealth Management
Sontag Advisory
DiNuzzo Private Wealth
RFG Advisory
Retirement Solution
Vestmark Advisory Solutions
Fortress Wealth Management
Chicago Partners Investment
von Borstel & Associates
Envestnet Asset Management
Commonwealth Equity Services
Goss Wealth Management
Walden Wealth Partners

View all funds holding Dimensional Etf Trust