Lauterbach Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Lauterbach Financial Advisors, LLC

$157 Million
Q3 2024

A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 268,656 shares of DFUV stock, worth $11.6 Million. This represents 7.15% of its overall portfolio holdings.

Number of Shares

268,656

Previous 266,936 0.64%

Holding current value

$11.6 Million

Previous $10.5 Million 6.85%

% of portfolio

7.15%

Previous 7.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$38.51 - $41.69 $66,237 - $71,706	1,720 Added 0.64%	268,656 $11.2 Million
Q2 2024 Aug 12, 2024	BUY	$38.53 - $40.76 $238,731 - $252,548	6,196 Added 2.38%	266,936 $10.5 Million
Q1 2024 May 08, 2024	SELL	$36.22 - $40.9 $1.29 Million - $1.46 Million	-35,719 Reduced 12.05%	260,740 $10.7 Million
Q4 2023 Jan 18, 2024	BUY	$31.85 - $37.39 $11,975 - $14,058	376 Added 0.13%	296,459 $11 Million
Q3 2023 Oct 30, 2023	SELL	$33.83 - $36.19 $17,287 - $18,493	-511 Reduced 0.17%	296,083 $10.1 Million
Q2 2023 Aug 02, 2023	SELL	$32.32 - $34.5 $27,892 - $29,773	-863 Reduced 0.29%	296,594 $10.2 Million
Q1 2023 May 01, 2023	BUY	$31.9 - $35.83 $24,850 - $27,911	779 Added 0.26%	297,457 $9.96 Million
Q4 2022 Jan 26, 2023	BUY	$30.23 - $35.36 $75,635 - $88,470	2,502 Added 0.85%	296,678 $0
Q3 2022 Oct 28, 2022	SELL	$29.6 - $34.78 $129,440 - $152,092	-4,373 Reduced 1.46%	294,176 $8.71 Million
Q2 2022 Jul 29, 2022	BUY	$30.92 - $35.31 $9.23 Million - $10.5 Million	298,549 New	298,549 $9.43 Million

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauterbach Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauterbach Financial Advisors, LLC with notifications on news.

Account

Lauterbach Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History