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Disclosery

Lutz Financial Services LLC: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lutz Financial Services LLC on DFUV, newest first. How the timeline and the estimate are built.

Lutz Financial Services LLC held 148,278 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,278 shares
    Change vs previous 13F -2,280 shares

    0.5% of the 13F portfolio, value $8,156,799.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 150,558 shares
    Change vs previous 13F -1,457 shares

    0.49% of the 13F portfolio, value $7,296,018.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 152,015 shares
    Change vs previous 13F +24,049 shares

    0.48% of the 13F portfolio, value $7,082,396.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,966 shares
    Change vs previous 13F -2,722 shares

    0.41% of the 13F portfolio, value $5,718,816.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 130,688 shares
    Change vs previous 13F -2,003 shares

    0.43% of the 13F portfolio, value $5,525,510.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 132,691 shares
    Change vs previous 13F -4,464 shares

    0.45% of the 13F portfolio, value $5,468,195.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,155 shares
    Change vs previous 13F -322 shares

    0.45% of the 13F portfolio, value $5,612,364.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 137,477 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,731,410.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).