Lutz Financial Services LLC Dimensional ETF Tr Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lutz Financial Services LLC holds 28,472 shares of DFIV stock, worth $1.02 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,472
Previous 28,514 0.15%
Holding current value
$1.02 Million
Previous $1.02 Million 5.86%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$34.66 - $38.38 $1,455 - $1,611
-42 Reduced 0.15%
28,472 $1.08 Million
Q1 2024

May 03, 2024
SELL
$33.15 - $36.75 $9,580 - $10,620
-289 Reduced 1.0%
28,514 $1.05 Million
Q4 2023

Feb 07, 2024
SELL
$30.86 - $34.46 $678 - $758
-22 Reduced 0.08%
28,803 $989,000
Q3 2023

Nov 03, 2023
SELL
$32.1 - $34.42 $738 - $791
-23 Reduced 0.08%
28,825 $940,000
Q2 2023

Aug 07, 2023
BUY
$31.45 - $33.77 $2,767 - $2,971
88 Added 0.31%
28,848 $947,000
Q1 2023

May 01, 2023
SELL
$30.43 - $33.38 $5,659 - $6,208
-186 Reduced 0.64%
28,760 $926,000
Q4 2022

Feb 06, 2023
SELL
$25.88 - $31.1 $38,224 - $45,934
-1,477 Reduced 4.85%
28,946 $879,000
Q3 2022

Oct 21, 2022
BUY
$25.71 - $30.57 $20,233 - $24,058
787 Added 2.66%
30,423 $784,000
Q2 2022

Jul 20, 2022
SELL
$28.66 - $33.84 $25,908 - $30,591
-904 Reduced 2.96%
29,636 $856,000
Q1 2022

Apr 25, 2022
BUY
$30.75 - $35.49 $12,146 - $14,018
395 Added 1.31%
30,540 $1.02 Million
Q4 2021

Jan 19, 2022
SELL
$31.61 - $34.21 $12,928 - $13,991
-409 Reduced 1.34%
30,145 $989,000
Q3 2021

Oct 27, 2021
BUY
$32.25 - $33.65 $985,366 - $1.03 Million
30,554 New
30,554 $1 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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