Lutz Financial Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Lutz Financial Services LLC
- $1.38 Billion
- Q3 2025
A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lutz Financial Services LLC holds 836,465 shares of DFAC stock, worth $32.3 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
836,465
Previous 820,893
1.9%
Holding current value
$32.3 Million
Previous $29.4 Million
9.66%
% of portfolio
2.34%
Previous 2.29%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio