Lutz Financial Services LLC Dimensional ETF Tr Dimensional Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 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 412,899 shares of DUHP stock, worth $13.3 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
412,899
Previous 350,311
17.87%
Holding current value
$13.3 Million
Previous $10 Million
30.22%
% of portfolio
1.14%
Previous 0.94%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$828 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio