Lutz Financial Services LLC Dimensional ETF Tr Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lutz Financial Services LLC holds 28,558 shares of DFIV stock, worth $1.37 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

28,558

Previous 28,558 -0.0%

Holding current value

$1.37 Million

Previous $1.22 Million 7.69%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$34.86 - $37.97 $2,997 - $3,265	86 Added 0.3%	28,558 $1.01 Million
Q3 2024 Oct 29, 2024	SELL	$34.66 - $38.38 $1,455 - $1,611	-42 Reduced 0.15%	28,472 $1.08 Million
Q1 2024 May 03, 2024	SELL	$33.15 - $36.75 $9,580 - $10,620	-289 Reduced 1.0%	28,514 $1.05 Million
Q4 2023 Feb 07, 2024	SELL	$30.86 - $34.46 $678 - $758	-22 Reduced 0.08%	28,803 $989,000
Q3 2023 Nov 03, 2023	SELL	$32.1 - $34.42 $738 - $791	-23 Reduced 0.08%	28,825 $940,000

Q2 2023 Aug 07, 2023	BUY	$31.45 - $33.77 $2,767 - $2,971	88 Added 0.31%	28,848 $947,000
Q1 2023 May 01, 2023	SELL	$30.43 - $33.38 $5,659 - $6,208	-186 Reduced 0.64%	28,760 $926,000
Q4 2022 Feb 06, 2023	SELL	$25.88 - $31.1 $38,224 - $45,934	-1,477 Reduced 4.85%	28,946 $879,000
Q3 2022 Oct 21, 2022	BUY	$25.71 - $30.57 $20,233 - $24,058	787 Added 2.66%	30,423 $784,000
Q2 2022 Jul 20, 2022	SELL	$28.66 - $33.84 $25,908 - $30,591	-904 Reduced 2.96%	29,636 $856,000
Q1 2022 Apr 25, 2022	BUY	$30.75 - $35.49 $12,146 - $14,018	395 Added 1.31%	30,540 $1.02 Million
Q4 2021 Jan 19, 2022	SELL	$31.61 - $34.21 $12,928 - $13,991	-409 Reduced 1.34%	30,145 $989,000
Q3 2021 Oct 27, 2021	BUY	$32.25 - $33.65 $985,366 - $1.03 Million	30,554 New	30,554 $1 Million

Others Institutions Holding DFIV

# of Institutions

792

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
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Lutz Financial Services LLC Dimensional ETF Tr Transaction History