Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History

Lantz Financial LLC

  • $356 Million
  • Q4 2024

A detailed history of Lantz Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lantz Financial LLC holds 212,791 shares of DFSV stock, worth $6.46 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
212,791
Previous 103,352 105.89%
Holding current value
$6.46 Million
Previous $3.18 Million 105.75%
% of portfolio
1.84%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$30.18 - $33.87 $3.3 Million - $3.71 Million
109,439 Added 105.89%
212,791 $6.55 Million
Q3 2024

Oct 15, 2024
BUY
$28.25 - $31.7 $601,753 - $675,241
21,301 Added 25.96%
103,352 $3.18 Million
Q2 2024

Jul 10, 2024
BUY
$27.81 - $30.13 $73,474 - $79,603
2,642 Added 3.33%
82,051 $2.36 Million
Q1 2024

Apr 10, 2024
BUY
$27.45 - $30.1 $512,930 - $562,448
18,686 Added 30.77%
79,409 $2.39 Million
Q4 2023

Jan 12, 2024
BUY
$23.61 - $29.53 $1.43 Million - $1.79 Million
60,723 New
60,723 $1.77 Million

Others Institutions Holding DFSV

# of Institutions
412
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Lantz Financial LLC Portfolio

Follow Lantz Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email