Lutz Financial Services LLC Dimensional ETF Tr Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 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 28,514 shares of DFIV stock, worth $1.08 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
28,514
Previous 28,514
-0.0%
Holding current value
$1.08 Million
Previous $1.05 Million
2.2%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio