Lauterbach Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Lauterbach Financial Advisors, LLC

$174 Million
Q2 2025

A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 11,692 shares of DFSV stock, worth $357,190. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,692

Previous 19,368 39.63%

Holding current value

$357,190

Previous $545,000 36.88%

% of portfolio

0.2%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.21 - $29.47 $185,835 - $226,211	-7,676 Reduced 39.63%	11,692 $344,000
Q1 2025 May 05, 2025	BUY	$27.56 - $32.1 $30,674 - $35,727	1,113 Added 6.1%	19,368 $545,000
Q4 2024 Feb 07, 2025	BUY	$30.18 - $33.87 $49,223 - $55,241	1,631 Added 9.81%	18,255 $561,000
Q3 2024 Nov 01, 2024	BUY	$28.25 - $31.7 $106,022 - $118,970	3,753 Added 29.16%	16,624 $512,000
Q2 2024 Aug 12, 2024	BUY	$27.81 - $30.13 $85,543 - $92,679	3,076 Added 31.4%	12,871 $370,000
Q1 2024 May 08, 2024	BUY	$27.45 - $30.1 $24,238 - $26,578	883 Added 9.91%	9,795 $294,000
Q4 2023 Jan 18, 2024	BUY	$23.61 - $29.53 $210,412 - $263,171	8,912 New	8,912 $259,000

Others Institutions Holding DFSV

# of Institutions

481

Shares Held

129M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Lauterbach Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History