Lutz Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Lutz Financial Services LLC

$1.15 Billion
Q2 2024

A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lutz Financial Services LLC holds 572,762 shares of DFIC stock, worth $16 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

572,762

Previous 548,691 4.39%

Holding current value

$16 Million

Previous $14.7 Million 2.59%

% of portfolio

1.31%

Previous 1.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$25.73 - $27.44 $619,346 - $660,508	24,071 Added 4.39%	572,762 $15.1 Million
Q1 2024 May 03, 2024	BUY	$24.62 - $26.83 $1.66 Million - $1.81 Million	67,599 Added 14.05%	548,691 $14.7 Million
Q4 2023 Feb 07, 2024	BUY	$22.18 - $25.58 $3.34 Million - $3.85 Million	150,699 Added 45.61%	481,092 $12.3 Million
Q3 2023 Nov 03, 2023	BUY	$23.25 - $25.17 $1.52 Million - $1.65 Million	65,394 Added 24.68%	330,393 $7.71 Million
Q2 2023 Aug 07, 2023	BUY	$23.45 - $24.88 $1.21 Million - $1.28 Million	51,631 Added 24.2%	264,999 $6.43 Million
Q1 2023 May 01, 2023	BUY	$22.5 - $24.64 $2.19 Million - $2.4 Million	97,412 Added 84.01%	213,368 $5.14 Million
Q4 2022 Feb 06, 2023	BUY	$19.06 - $23.03 $2.21 Million - $2.67 Million	115,956 New	115,956 $2.59 Million

Others Institutions Holding DFIC

# of Institutions

343

Shares Held

221M

Call Options Held

900

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Lutz Financial Services LLC Dimensional ETF Tr Dimensional Transaction History