Lutz Financial Services LLC Dimensional ETF Tr Emerging Mk Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lutz Financial Services LLC holds 171,921 shares of DFEM stock, worth $4.91 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
171,921
Previous 163,831
4.94%
Holding current value
$4.91 Million
Previous $4.18 Million
10.03%
% of portfolio
0.4%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$431 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$156 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$121 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio