Lutz Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 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 696,651 shares of DFIC stock, worth $19.6 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
696,651
Previous 593,052 17.47%
Holding current value
$19.6 Million
Previous $16.7 Million 7.91%
% of portfolio
1.46%
Previous 1.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$25.61 - $28.0 $2.65 Million - $2.9 Million
103,599 Added 17.47%
696,651 $18 Million
Q3 2024

Oct 29, 2024
BUY
$25.36 - $28.37 $514,554 - $575,627
20,290 Added 3.54%
593,052 $16.7 Million
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
438
Shares Held
2.29B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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