Dimensional Etf Trust shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 84k | 31.53 |
| 2025-06-30 | $2.4M | 83k | 28.95 |
| 2025-03-31 | $2.1M | 83k | 25.89 |
| 2024-12-31 | $2.2M | 85k | 25.37 |
| 2024-09-30 | $2.3M | 85k | 27.41 |
| 2024-06-30 | $2.2M | 85k | 25.87 |
| 2024-03-31 | $2.2M | 88k | 24.72 |
| 2023-12-31 | $2.1M | 87k | 24.11 |
| 2023-09-30 | $2.0M | 90k | 22.57 |
| 2023-06-30 | $2.2M | 96k | 23.46 |
| 2023-03-31 | $2.5M | 110k | 23.02 |
| 2022-12-31 | $2.4M | 111k | 21.95 |
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