Number of Shares
6,705.00
Current Holdings Value*
$221,200.00
% of Portfolio
0.12%
Total Estimate Gain
$30,315.94
% of Total Estimate Gain
1.88%

Lodestone Wealth Management LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Lodestone Wealth Management LLC held 6,705.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $221,200.00. This investment constitutes 0.12% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2023Q2. And since then Lodestone Wealth Management LLC has made 2 purchases of DFAC, at an average price of $31.36, for a total of 51,295.00 shares. In addition, there have been 2 sales at an average price of $31.24 for 44,590.00 shares. Based on historical transaction data and DFAC's current price of $36.66, Lodestone Wealth Management LLC's estimated gain on his DFAC holdings is $30,315.94, reflecting a 1.88% gain to date.

Lodestone Wealth Management LLC DFAC ($36.66) Holding Chart

Lodestone Wealth Management LLC DFAC ($36.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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