Lutz Financial Services LLC Dimensional ETF Tr Us Marketwi Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 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 137,477 shares of DFUV stock, worth $5.66 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
137,477
Previous 137,789 0.23%
Holding current value
$5.66 Million
Previous $5.41 Million 5.93%
% of portfolio
0.47%
Previous 0.47%

Shares

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

Oct 29, 2024
SELL
$38.51 - $41.69 $12,015 - $13,007
-312 Reduced 0.23%
137,477 $5.73 Million
Q2 2024

Jul 29, 2024
SELL
$38.53 - $40.76 $203,900 - $215,701
-5,292 Reduced 3.7%
137,789 $5.41 Million
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
$30.23 - $35.36 $125,877 - $147,239
-4,164 Reduced 2.57%
157,949 $5.29 Million
Q3 2022

Oct 21, 2022
SELL
$29.6 - $34.78 $102,593 - $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
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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