Lutz Financial Services LLC Closed Holding Positions

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DFAI
Dimensional ETF Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
8,206
$25.94 - $30.08 $213K - $247K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on Apr 25, 2022
55,496
$52.1 - $55.0 $2.89M - $3.05M
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on Apr 25, 2022
802
$238.04 - $276.69 $191K - $222K
Ishares Tr
Q4 2021 Filed on Jan 19, 2022
188,189
N/A
Ishares Tr
Q4 2020 Filed on Feb 12, 2021
71,832
N/A
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q4 2020 Filed on Feb 12, 2021
10,825
$91.51 - $91.53 $991K - $991K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2020 Filed on Jul 28, 2020
2,498
$182.31 - $248.84 $455K - $622K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2020 Filed on Jul 28, 2020
18,310
$19.93 - $24.85 $365K - $455K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2020 Filed on Jul 28, 2020
4,045
$88.97 - $93.19 $360K - $377K
IXUS
Ishares Tr

ETFs
Q2 2020 Filed on Jul 28, 2020
10,000
$44.8 - $57.28 $448K - $573K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on Apr 27, 2020
112,716
$22.3 - $34.12 $2.51M - $3.85M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
2,735
$40.9 - $71.08 $112K - $194K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2020 Filed on Apr 27, 2020
2,813
$67.64 - $112.37 $190K - $316K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on Apr 27, 2020
28,444
$20.56 - $33.46 $585K - $952K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 27, 2020
71,728
$38.34 - $62.84 $2.75M - $4.51M
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2019 Filed on May 06, 2019
7,142
$29.0 - $33.07 $207K - $236K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2019 Filed on May 06, 2019
2
$287000.0 - $313875.0 $574K - $628K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q4 2018 Filed on Feb 13, 2019
2,479
$68.64 - $88.78 $170K - $220K
SLCA
U.S. Silica Holdings, Inc.

Energy
Q3 2018 Filed on Nov 13, 2018
10,000
$18.36 - $27.29 $184K - $273K
DNP
Dnp Select Income Fund Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
20,075
$10.79 - $11.22 $217K - $225K
U S Silica Hldgs Inc
Q2 2018 Filed on Aug 15, 2018
10,000
N/A
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 17, 2018
42,349
$5.2 - $10.35 $220K - $438K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
Q1 2018 Filed on Apr 17, 2018
10,491
$18.57 - $19.55 $195K - $205K
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