Dimensional Etf Trust shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 | $3.5M | 49k | 72.44 |
| 2025-06-30 | $3.2M | 47k | 67.02 |
| 2025-03-31 | $2.9M | 48k | 60.48 |
| 2024-12-31 | $3.1M | 48k | 63.75 |
| 2024-09-30 | $3.0M | 49k | 62.20 |
| 2024-06-30 | $2.1M | 36k | 58.85 |
| 2024-03-31 | $2.0M | 35k | 56.98 |
| 2023-12-31 | $1.7M | 32k | 51.83 |
| 2023-09-30 | $1.4M | 30k | 46.55 |
| 2023-03-31 | $318k | 7.2k | 44.43 |
| 2022-12-31 | $233k | 5.6k | 41.61 |
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