LWM

Lodestone Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Buy	+5,194	New	+$220K	0.11%	156
2025 Q1	–	Sell	-5,189	Closed	-$210K	–	155
2024 Q4	$210K	Buy	5,189 +20	+0.4%	+$810	0.11%	147
2024 Q3	$205K	Buy	+5,169	New	+$205K	0.1%	145