Lutz Financial Services LLC Dimensional ETF Tr Us Marketwi Transaction History

Lutz Financial Services LLC

$1.14 Billion
Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lutz Financial Services LLC holds 143,081 shares of DFUV stock, worth $5.58 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

143,081

Previous 143,599 0.36%

Holding current value

$5.58 Million

Previous $5.34 Million 9.51%

% of portfolio

0.51%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$36.22 - $40.9 $18,761 - $21,186	-518 Reduced 0.36%	143,081 $5.85 Million
Q4 2023 Feb 07, 2024	SELL	$31.85 - $37.39 $95,836 - $112,506	-3,009 Reduced 2.05%	143,599 $5.34 Million
Q3 2023 Nov 03, 2023	SELL	$33.83 - $36.19 $72,666 - $77,736	-2,148 Reduced 1.44%	146,608 $4.99 Million
Q2 2023 Aug 07, 2023	SELL	$32.32 - $34.5 $220,842 - $235,738	-6,833 Reduced 4.39%	148,756 $5.13 Million
Q1 2023 May 01, 2023	SELL	$31.9 - $35.83 $75,284 - $84,558	-2,360 Reduced 1.49%	155,589 $5.21 Million

Q4 2022 Feb 06, 2023	SELL	$33.0 - $35.36 $137,412 - $147,239	-4,164 Reduced 2.57%	157,949 $5.29 Million
Q3 2022 Oct 21, 2022	SELL	$30.15 - $34.78 $104,499 - $120,547	-3,466 Reduced 2.09%	162,113 $4.8 Million
Q2 2022 Jul 20, 2022	BUY	$30.92 - $35.31 $5.12 Million - $5.85 Million	165,579 New	165,579 $5.23 Million

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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Lutz Financial Services LLC Dimensional ETF Tr Us Marketwi Transaction History