Lutz Financial Services LLC Dimensional ETF Tr Us Marketwi Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 2024
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 137,155 shares of DFUV stock, worth $5.61 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
137,155
Previous 137,477
0.23%
Holding current value
$5.61 Million
Previous $5.73 Million
2.08%
% of portfolio
0.45%
Previous 0.47%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio