Dimensional Etf Trust shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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 | $1.0M | 17k | 58.21 |
| 2025-06-30 | $914k | 17k | 53.96 |
| 2025-03-31 | $854k | 17k | 51.49 |
| 2024-12-31 | $833k | 15k | 55.66 |
| 2024-09-30 | $700k | 13k | 55.63 |
| 2024-06-30 | $573k | 11k | 51.87 |
| 2024-03-31 | $519k | 9.5k | 54.43 |
| 2023-12-31 | $374k | 7.2k | 52.33 |
More positions owned by Lodestone Wealth Management
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