Lutz Financial Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 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 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
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio