Lvz, Inc. Dimensional ETF Tr U S Equity Transaction History

Lvz, Inc.

$670 Million
Q4 2024

A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lvz, Inc. holds 83,460 shares of DFUS stock, worth $5.02 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

83,460

Previous 73,925 12.9%

Holding current value

$5.02 Million

Previous $4.6 Million 15.77%

% of portfolio

0.79%

Previous 0.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$61.52 - $66.5 $586,593 - $634,077	9,535 Added 12.9%	83,460 $5.32 Million
Q3 2024 Oct 24, 2024	BUY	$56.04 - $62.2 $203,593 - $225,972	3,633 Added 5.17%	73,925 $4.6 Million
Q2 2024 Jul 24, 2024	BUY	$53.83 - $59.14 $26,699 - $29,333	496 Added 0.71%	70,292 $4.14 Million
Q1 2024 Apr 17, 2024	SELL	$50.79 - $56.98 $138,504 - $155,384	-2,727 Reduced 3.76%	69,796 $3.98 Million
Q4 2023 Jan 23, 2024	BUY	$44.51 - $52.0 $93,381 - $109,096	2,098 Added 2.98%	72,523 $3.76 Million
Q3 2023 Nov 08, 2023	SELL	$46.29 - $49.87 $45,641 - $49,171	-986 Reduced 1.38%	70,425 $3.28 Million
Q2 2023 Jul 18, 2023	BUY	$43.77 - $48.16 $363,203 - $399,631	8,298 Added 13.15%	71,411 $3.44 Million
Q1 2023 Apr 20, 2023	SELL	$41.24 - $45.43 $26,269 - $28,938	-637 Reduced 1.0%	63,113 $2.8 Million
Q4 2022 Jan 17, 2023	BUY	$38.86 - $44.32 $438,535 - $500,151	11,285 Added 21.51%	63,750 $0
Q3 2022 Oct 11, 2022	BUY	$38.82 - $46.57 $388,665 - $466,258	10,012 Added 23.58%	52,465 $2.04 Million
Q2 2022 Jul 27, 2022	BUY	$39.62 - $49.51 $1.68 Million - $2.1 Million	42,453 New	42,453 $1.73 Million

Others Institutions Holding DFUS

# of Institutions

734

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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