Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History

Lantz Financial LLC

$378 Million
Q2 2025

A detailed history of Lantz Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lantz Financial LLC holds 127,289 shares of DFSV stock, worth $4 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

127,289

Previous 235,631 45.98%

Holding current value

$4 Million

Previous $6.62 Million 43.44%

% of portfolio

0.99%

Previous 1.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$24.21 - $29.47 $2.62 Million - $3.19 Million	-108,342 Reduced 45.98%	127,289 $3.75 Million
Q1 2025 Apr 08, 2025	BUY	$27.56 - $32.1 $629,470 - $733,164	22,840 Added 10.73%	235,631 $6.62 Million
Q4 2024 Jan 21, 2025	BUY	$30.18 - $33.87 $3.3 Million - $3.71 Million	109,439 Added 105.89%	212,791 $6.55 Million
Q3 2024 Oct 15, 2024	BUY	$28.25 - $31.7 $601,753 - $675,241	21,301 Added 25.96%	103,352 $3.18 Million
Q2 2024 Jul 10, 2024	BUY	$27.81 - $30.13 $73,474 - $79,603	2,642 Added 3.33%	82,051 $2.36 Million
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

477

Shares Held

129M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History