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 751,257 shares of DFAC stock, worth $24.5 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
751,257
Previous 689,447 8.97%
Holding current value
$24.5 Million
Previous $20.2 Million 19.1%
% of portfolio
2.1%
Previous 1.89%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$28.62 - $31.95 $1.77 Million - $1.97 Million
61,810 Added 8.97%
751,257 $24 Million
Q4 2023

Feb 07, 2024

BUY
$24.91 - $29.38 $2 Million - $2.36 Million
80,242 Added 13.17%
689,447 $20.2 Million
Q3 2023

Nov 03, 2023

BUY
$26.05 - $28.22 $2.12 Million - $2.3 Million
81,566 Added 15.46%
609,205 $16 Million
Q2 2023

Aug 07, 2023

BUY
$24.86 - $27.15 $2.59 Million - $2.82 Million
104,045 Added 24.56%
527,639 $14.3 Million
Q1 2023

May 01, 2023

BUY
$24.18 - $26.58 $4.68 Million - $5.15 Million
193,687 Added 84.25%
423,594 $10.8 Million
Q4 2022

Feb 06, 2023

BUY
$23.74 - $25.81 $5.46 Million - $5.93 Million
229,907 New
229,907 $5.58 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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