Lutz Financial Services »

Dimensional Etf Trust shares owned by Lutz Financial Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Lutz Financial Services from 13F filings

Historical chart of Lutz Financial Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 413k 31.61
2023-12-31 $10M 350k 28.61
2023-09-30 $5.3M 208k 25.69
2023-06-30 $3.1M 116k 26.54
2023-03-31 $711k 28k 25.14
2022-12-31 $561k 23k 24.01

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Forum Financial Management
Vista Wealth Management Group
CI Private Wealth
Aprio Wealth Management
Pure Financial Advisors
Alesco Advisors
HighTower Advisors
Captrust Financial Advisors
LVZ Advisors
BKD Wealth Advisors
Bouchey Financial
Planning Center
Bank Of Montreal
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust