Lodestone Wealth Management LLC's ownership history for DFSV

Lodestone Wealth Management LLC currently holds 25.0K shares with a market value of $822.1K. It started holding DFSV on 2025-03-31. At its peak, it held 25.3K shares on 2025-09-30. Its highest holding value was $822.1K on 2025-12-31. At its lowest, it held 23.8K shares on 2025-03-31, with a value of $670.0K on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 668.