Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History

Lantz Financial LLC

  • $299 Million
  • Q1 2024

A detailed history of Lantz Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lantz Financial LLC holds 79,409 shares of DFSV stock, worth $2.27 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
79,409
Previous 60,723 30.77%
Holding current value
$2.27 Million
Previous $1.77 Million 35.18%
% of portfolio
0.8%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$27.45 - $30.1 $512,930 - $562,448
18,686 Added 30.77%
79,409 $2.39 Million
Q4 2023

Jan 12, 2024
BUY
$23.61 - $29.53 $1.43 Million - $1.79 Million
60,723 New
60,723 $1.77 Million

Others Institutions Holding DFSV

# of Institutions
297
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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