Lvz, Inc. Dimensional ETF Tr U S Small C Transaction History

Lvz, Inc.

$670 Million
Q4 2024

A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Lvz, Inc. holds 41,631 shares of DFAS stock, worth $2.78 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

41,631

Previous 36,454 14.2%

Holding current value

$2.78 Million

Previous $2.36 Million 14.59%

% of portfolio

0.4%

Previous 0.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$63.58 - $71.15 $329,153 - $368,343	5,177 Added 14.2%	41,631 $2.71 Million
Q3 2024 Oct 24, 2024	BUY	$59.25 - $65.33 $119,685 - $131,966	2,020 Added 5.87%	36,454 $2.36 Million
Q2 2024 Jul 24, 2024	BUY	$57.42 - $62.37 $26,585 - $28,877	463 Added 1.36%	34,434 $2.07 Million
Q1 2024 Apr 17, 2024	SELL	$56.66 - $62.34 $228,226 - $251,105	-4,028 Reduced 10.6%	33,971 $2.12 Million
Q4 2023 Jan 23, 2024	BUY	$48.83 - $60.51 $69,680 - $86,347	1,427 Added 3.9%	37,999 $2.27 Million
Q3 2023 Nov 08, 2023	BUY	$51.84 - $57.67 $28,719 - $31,949	554 Added 1.54%	36,572 $1.92 Million
Q2 2023 Jul 18, 2023	BUY	$49.85 - $54.8 $239,030 - $262,766	4,795 Added 15.36%	36,018 $1.97 Million
Q1 2023 Apr 20, 2023	BUY	$50.35 - $57.8 $65,203 - $74,851	1,295 Added 4.33%	31,223 $1.65 Million
Q4 2022 Jan 17, 2023	BUY	$47.77 - $54.73 $224,805 - $257,559	4,706 Added 18.66%	29,928 $0
Q3 2022 Oct 11, 2022	BUY	$46.47 - $55.84 $118,080 - $141,889	2,541 Added 11.2%	25,222 $1.17 Million
Q2 2022 Jul 27, 2022	BUY	$46.65 - $56.4 $1.06 Million - $1.28 Million	22,681 New	22,681 $1.09 Million

Others Institutions Holding DFAS

# of Institutions

734

Shares Held

112M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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