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Dimensional Etf Trust shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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

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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
2024-09-30 $2.2M 68k 31.78
2024-06-30 $2.0M 68k 29.67
2024-03-31 $2.0M 67k 30.22
2023-12-31 $1.9M 67k 28.64
2023-09-30 $1.8M 68k 26.11
2023-06-30 $1.8M 67k 27.32
2023-03-31 $1.8M 66k 26.95
2022-12-31 $1.7M 67k 25.04

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

Sym Financial Corporation
Bank of America Corporation
Cable Hill Partners
Northern Trust
CI Private Wealth
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Pure Financial Advisors
Resources Investment Advisors
Root Financial Partners
Hartland & Co
Mariner Wealth Advisors
EP Wealth Advisors
Marquette Asset Management

View all funds holding Dimensional Etf Trust