Lodestone Wealth Management LLC's ownership history for DFUS

Lodestone Wealth Management LLC currently holds 48.0K shares with a market value of $3.6M. It started holding DFUS on 2024-09-30. At its peak, it held 49.0K shares on 2025-09-30. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 47.4K shares on 2025-06-30, with a value of $2.9M on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 515. In the recent year, Lodestone Wealth Management LLC has decreased its shares by 411.