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 472,643 shares of DUHP stock, worth $15.5 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
472,643
Previous 460,722
2.59%
Holding current value
$15.5 Million
Previous $15.7 Million
1.75%
% of portfolio
1.29%
Previous 1.27%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio