Lodestone Wealth Management LLC DFAC Holdings History
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 $36.98, Lodestone Wealth Management LLC's estimated gain on his DFAC holdings is $32,461.54, reflecting a 2.02% gain to date.
Lodestone Wealth Management LLC DFAC ($36.98) Holding Chart
Lodestone Wealth Management LLC DFAC ($36.98) 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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