Lutz Financial Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lutz Financial Services LLC holds 771,353 shares of DFAC stock, worth $27 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
771,353
Previous 767,118
0.55%
Holding current value
$27 Million
Previous $24.7 Million
6.95%
% of portfolio
2.15%
Previous 2.16%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio