Lutz Financial Services LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Lutz Financial Services LLC holds 146,102 shares of DFAT stock, worth $8 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
146,102
Previous 151,258 3.41%
Holding current value
$8 Million
Previous $7.92 Million 0.47%
% of portfolio
0.69%
Previous 0.74%

Shares

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

May 03, 2024
SELL
$49.45 - $54.43 $254,964 - $280,641
-5,156 Reduced 3.41%
146,102 $7.95 Million
Q4 2023

Feb 07, 2024
BUY
$42.71 - $53.09 $172,719 - $214,695
4,044 Added 2.75%
151,258 $7.92 Million
Q3 2023

Nov 03, 2023
BUY
$45.07 - $49.71 $4,146 - $4,573
92 Added 0.06%
147,214 $6.73 Million
Q2 2023

Aug 07, 2023
SELL
$41.44 - $46.39 $19,932 - $22,313
-481 Reduced 0.33%
147,122 $6.82 Million
Q1 2023

May 01, 2023
SELL
$42.38 - $49.75 $27,674 - $32,486
-653 Reduced 0.44%
147,603 $6.57 Million
Q4 2022

Feb 06, 2023
SELL
$43.22 - $46.91 $45,683 - $49,583
-1,057 Reduced 0.71%
148,256 $6.52 Million
Q3 2022

Oct 21, 2022
SELL
$39.41 - $46.6 $178,960 - $211,610
-4,541 Reduced 2.95%
149,313 $5.82 Million
Q2 2022

Jul 20, 2022
BUY
$39.72 - $47.15 $55,449 - $65,821
1,396 Added 0.92%
153,854 $6.19 Million
Q1 2022

Apr 25, 2022
BUY
$44.35 - $48.64 $558,056 - $612,037
12,583 Added 9.0%
152,458 $7.1 Million
Q4 2021

Jan 19, 2022
SELL
$44.48 - $49.36 $37,407 - $41,511
-841 Reduced 0.6%
139,875 $6.65 Million
Q3 2021

Oct 27, 2021
SELL
$41.66 - $45.84 $6,957 - $7,655
-167 Reduced 0.12%
140,716 $6.25 Million
Q2 2021

Jul 26, 2021
BUY
$43.52 - $46.03 $6.13 Million - $6.48 Million
140,883 New
140,883 $6.31 Million

Others Institutions Holding DFAT

# of Institutions
632
Shares Held
153M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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