Lutz Financial Services LLC Dimensional ETF Tr Dimensional Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 2024
A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lutz Financial Services LLC holds 696,651 shares of DFIC stock, worth $19.4 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
696,651
Previous 593,052
17.47%
Holding current value
$19.4 Million
Previous $16.7 Million
7.91%
% of portfolio
1.46%
Previous 1.36%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio