Lutz Financial Services LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Lutz Financial Services LLC holds 228,718 shares of DFAS stock, worth $13.7 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
228,718
Previous 228,211 0.22%
Holding current value
$13.7 Million
Previous $13.6 Million 4.8%
% of portfolio
1.25%
Previous 1.28%

Shares

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

May 03, 2024
BUY
$56.66 - $62.34 $28,726 - $31,606
507 Added 0.22%
228,718 $14.3 Million
Q4 2023

Feb 07, 2024
BUY
$48.83 - $60.51 $247,421 - $306,604
5,067 Added 2.27%
228,211 $13.6 Million
Q3 2023

Nov 03, 2023
SELL
$51.84 - $57.67 $106,634 - $118,627
-2,057 Reduced 0.91%
223,144 $11.7 Million
Q2 2023

Aug 07, 2023
BUY
$49.85 - $54.8 $21,435 - $23,564
430 Added 0.19%
225,201 $12.3 Million
Q1 2023

May 01, 2023
BUY
$50.35 - $57.8 $14,752 - $16,935
293 Added 0.13%
224,771 $11.8 Million
Q4 2022

Feb 06, 2023
BUY
$50.26 - $54.73 $38,549 - $41,977
767 Added 0.34%
224,478 $11.5 Million
Q3 2022

Oct 21, 2022
SELL
$47.01 - $55.84 $114,516 - $136,026
-2,436 Reduced 1.08%
223,711 $10.4 Million
Q2 2022

Jul 20, 2022
SELL
$46.65 - $56.4 $118,257 - $142,974
-2,535 Reduced 1.11%
226,147 $10.9 Million
Q1 2022

Apr 25, 2022
BUY
$53.45 - $60.82 $687,046 - $781,780
12,854 Added 5.96%
228,682 $12.8 Million
Q4 2021

Jan 19, 2022
SELL
$56.67 - $63.93 $547,885 - $618,075
-9,668 Reduced 4.29%
215,828 $12.9 Million
Q3 2021

Oct 27, 2021
SELL
$54.69 - $59.43 $13,399 - $14,560
-245 Reduced 0.11%
225,496 $13 Million
Q2 2021

Jul 26, 2021
BUY
$56.37 - $58.95 $12.7 Million - $13.3 Million
225,741 New
225,741 $13.2 Million

Others Institutions Holding DFAS

# of Institutions
636
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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