Lutz Financial Services LLC Dimensional ETF Tr Dimensional Transaction History
Lutz Financial Services LLC
- $1.38 Billion
- Q3 2025
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 11,816 shares of DFSV stock, worth $371,022. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,816
Previous 11,818
0.02%
Holding current value
$371,022
Previous $347,000
8.36%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio