Lodestone Wealth Management LLC's ownership history for DFIV

Lodestone Wealth Management LLC currently holds 46.2K shares with a market value of $2.4M. It started holding DFIV on 2024-09-30. At its peak, it held 46.9K shares on 2025-09-30. Its highest holding value was $2.4M on 2026-03-31. At its lowest, it held 45.2K shares on 2025-12-31, with a value of $1.6M on 2024-12-31. In the recent 180 days, Lodestone Wealth Management LLC has decreased its shares by 651. In the recent year, Lodestone Wealth Management LLC has increased its shares by 567.