Lauterbach Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 2024
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 16,624 shares of DFSV stock, worth $528,975. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,624
Previous 12,871
29.16%
Holding current value
$528,975
Previous $370,000
38.38%
% of portfolio
0.33%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
356Shares Held
99.2MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$256 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$166 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$133 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio