Lodestone Wealth Management LLC DFSV Holdings History
Lodestone Wealth Management LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 23,800.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $669,970.00. This investment constitutes 0.36% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0.02% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q2. And since then Lodestone Wealth Management LLC has made 3 purchases of DFSV, at an average price of $28.14, for a total of 39,524.00 shares. In addition, there have been 1 sales at an average price of $25.95 for 15,724.00 shares. Based on historical transaction data and DFSV's current price of $29.20, Lodestone Wealth Management LLC's estimated gain on his DFSV holdings is $-9,151.32, reflecting a -0.82% gain to date.
Lodestone Wealth Management LLC DFSV ($29.20) Holding Chart
Lodestone Wealth Management LLC DFSV ($29.20) 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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