Lutz Financial Services LLC Dimensional ETF Tr U S Core Eq Transaction History

Lutz Financial Services LLC

$1.29 Billion
Q2 2025

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 820,893 shares of DFAC stock, worth $30.8 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

820,893

Previous 806,677 1.76%

Holding current value

$30.8 Million

Previous $26.6 Million 10.55%

% of portfolio

2.29%

Previous 2.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$29.12 - $35.84 $413,969 - $509,501	14,216 Added 1.76%	820,893 $29.4 Million
Q1 2025 May 07, 2025	BUY	$32.42 - $36.13 $1.08 Million - $1.2 Million	33,347 Added 4.31%	806,677 $26.6 Million
Q4 2024 Feb 03, 2025	BUY	$33.92 - $36.6 $67,059 - $72,358	1,977 Added 0.26%	773,330 $26.8 Million
Q3 2024 Oct 29, 2024	BUY	$31.05 - $34.29 $131,496 - $145,218	4,235 Added 0.55%	771,353 $26.4 Million
Q2 2024 Jul 29, 2024	BUY	$30.09 - $32.37 $477,257 - $513,420	15,861 Added 2.11%	767,118 $24.7 Million
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	$22.49 - $25.81 $5.17 Million - $5.93 Million	229,907 New	229,907 $5.58 Million

Others Institutions Holding DFAC

# of Institutions

1,120

Shares Held

827M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Lutz Financial Services LLC Dimensional ETF Tr U S Core Eq Transaction History