Lutz Financial Services LLC Dimensional ETF Tr Us Marketwi Transaction History
Lutz Financial Services LLC
- $1.38 Billion
- Q3 2025
A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lutz Financial Services LLC holds 127,966 shares of DFUV stock, worth $5.76 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
127,966
Previous 130,688
2.08%
Holding current value
$5.76 Million
Previous $5.53 Million
3.49%
% of portfolio
0.41%
Previous 0.43%
Shares
14 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio