Dimensional Etf Trust shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 |
|---|---|---|---|
| 2024-09-30 | $1.8M | 46k | 38.08 |
| 2024-06-30 | $1.8M | 50k | 35.94 |
| 2024-03-31 | $1.8M | 50k | 36.75 |
| 2023-12-31 | $1.6M | 47k | 34.36 |
| 2023-09-30 | $1.5M | 46k | 32.62 |
| 2023-06-30 | $1.0M | 32k | 32.85 |
| 2023-03-31 | $227k | 7.0k | 32.23 |
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