Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History

Lantz Financial LLC

  • $348 Million
  • Q1 2025

A detailed history of Lantz Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lantz Financial LLC holds 235,631 shares of DFSV stock, worth $6.01 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
235,631
Previous 212,791 10.73%
Holding current value
$6.01 Million
Previous $6.55 Million 1.13%
% of portfolio
1.9%
Previous 1.84%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$27.56 - $32.1 $629,470 - $733,164
22,840 Added 10.73%
235,631 $6.62 Million
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
419
Shares Held
110M
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
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