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 472,643 shares of DUHP stock, worth $16.6 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

472,643

Previous 460,722 2.59%

Holding current value

$16.6 Million

Previous $15.7 Million 1.75%

% of portfolio

1.29%

Previous 1.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$33.62 - $35.69 $400,784 - $425,460	11,921 Added 2.59%	472,643 $16 Million
Q3 2024 Oct 29, 2024	BUY	$30.74 - $34.07 $430,882 - $477,559	14,017 Added 3.14%	460,722 $15.7 Million
Q2 2024 Jul 29, 2024	BUY	$29.72 - $32.4 $1 Million - $1.1 Million	33,806 Added 8.19%	446,705 $14.3 Million
Q1 2024 May 03, 2024	BUY	$28.16 - $31.61 $1.76 Million - $1.98 Million	62,588 Added 17.87%	412,899 $13.1 Million
Q4 2023 Feb 07, 2024	BUY	$24.79 - $28.64 $3.53 Million - $4.08 Million	142,345 Added 68.45%	350,311 $10 Million
Q3 2023 Nov 03, 2023	BUY	$25.64 - $27.32 $2.35 Million - $2.51 Million	91,811 Added 79.04%	207,966 $5.34 Million
Q2 2023 Aug 07, 2023	BUY	$24.51 - $26.54 $2.15 Million - $2.33 Million	87,882 Added 310.83%	116,155 $3.08 Million
Q1 2023 May 01, 2023	BUY	$23.91 - $25.61 $116,991 - $125,309	4,893 Added 20.93%	28,273 $710,000
Q4 2022 Feb 06, 2023	BUY	$21.59 - $25.35 $504,774 - $592,683	23,380 New	23,380 $561,000

Others Institutions Holding DUHP

# of Institutions

356

Shares Held

212M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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Lutz Financial Services LLC Dimensional ETF Tr Dimensional Transaction History