Lutz Financial Services LLC Dimensional ETF Tr U S Target Transaction History

Lutz Financial Services LLC

$1.22 Billion
Q1 2025

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 141,253 shares of DFAT stock, worth $7.32 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

141,253

Previous 144,092 1.97%

Holding current value

$7.32 Million

Previous $8.02 Million 9.31%

% of portfolio

0.6%

Previous 0.65%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$50.44 - $58.1 $143,199 - $164,945	-2,839 Reduced 1.97%	141,253 $7.27 Million
Q4 2024 Feb 03, 2025	SELL	$54.54 - $61.04 $98,062 - $109,749	-1,798 Reduced 1.23%	144,092 $8.02 Million
Q3 2024 Oct 29, 2024	SELL	$51.0 - $57.07 $16,218 - $18,148	-318 Reduced 0.22%	145,890 $8.12 Million
Q2 2024 Jul 29, 2024	BUY	$50.18 - $54.47 $5,319 - $5,773	106 Added 0.07%	146,208 $7.58 Million
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	$40.24 - $46.91 $42,533 - $49,583	-1,057 Reduced 0.71%	148,256 $6.52 Million
Q3 2022 Oct 21, 2022	SELL	$38.84 - $46.6 $176,372 - $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

770

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

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Lutz Financial Services LLC Dimensional ETF Tr U S Target Transaction History