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Dfa Invt Dimensions Group Inc U.s. Sml Cp Port shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Dfa Invt Dimensions Group Inc U.s. Sml Cp Port (DFAS) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Dfa Invt Dimensions Group Inc U.s. Sml Cp Port

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All positions including Dfa Invt Dimensions Group Inc U.s. Sml Cp Port held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Invt Dimensions Group Inc U.s. Sml Cp Port by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $136k 1.8k 77.43

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Top funds holding Dfa Invt Dimensions Group Inc U.s. Sml Cp Port

Root Financial Partners
Vestia Personal Wealth Advisors
Valeo Financial Advisors
Bullock Wealth Management Group
Washington Trust Advisors
S.A. Mason
Ares Financial Consulting
Quadrant Capital
Trust
Pinnacle Wealth Management Advisory
Align Financial
Lodestone Wealth Management
Aspect Partners
Highline Wealth Partners
Transce3nd

View all funds holding Dfa Invt Dimensions Group Inc U.s. Sml Cp Port