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Dimensional Etf Trust shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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
2025-09-30 $806k 25k 31.84
2025-06-30 $716k 24k 29.43
2025-03-31 $670k 24k 28.15
2023-09-30 $399k 16k 25.34
2023-06-30 $294k 11k 25.70

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Group Core Plus Income Etf Etf (CGCP)
Capital Group Dividend Value Etf Etf (CGDV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Short Duration Income Etf Etf (CGSD)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Amgen Stock (AMGN)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust