Lutz Financial Services LLC's ownership history for DFSV

Lutz Financial Services LLC currently holds 12.3K shares with a market value of $431.5K. It started holding DFSV on 2025-06-30. At its peak, it held 12.3K shares on 2026-03-31. Its highest holding value was $431.5K on 2026-03-31. At its lowest, it held 11.8K shares on 2025-09-30, with a value of $347.8K on 2025-06-30. In the recent 180 days, Lutz Financial Services LLC has increased its shares by 498.