Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 1,920,145 shares of DFAC stock, worth $65.5 Million. This represents 43.81% of its overall portfolio holdings.

Number of Shares
1,920,145
Previous 1,914,576 0.29%
Holding current value
$65.5 Million
Previous $61.7 Million 6.67%
% of portfolio
43.81%
Previous 43.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$31.05 - $34.29 $172,917 - $190,961
5,569 Added 0.29%
1,920,145 $65.8 Million
Q1 2024

May 14, 2024
BUY
$28.62 - $31.95 $599,073 - $668,777
20,932 Added 1.11%
1,914,576 $61.2 Million
Q4 2023

Feb 09, 2024
SELL
$24.91 - $29.38 $64,467 - $76,035
-2,588 Reduced 0.14%
1,893,644 $55.4 Million
Q3 2023

Nov 02, 2023
SELL
$26.05 - $28.22 $209,754 - $227,227
-8,052 Reduced 0.42%
1,896,232 $49.7 Million
Q2 2023

Aug 04, 2023
BUY
$24.86 - $27.15 $878,204 - $959,100
35,326 Added 1.89%
1,904,284 $51.7 Million
Q1 2023

May 03, 2023
BUY
$24.18 - $26.58 $747,959 - $822,199
30,933 Added 1.68%
1,868,958 $47.6 Million
Q4 2022

Feb 13, 2023
BUY
$22.49 - $25.81 $892,628 - $1.02 Million
39,690 Added 2.21%
1,838,025 $44.6 Million
Q3 2022

Nov 01, 2022
BUY
$22.24 - $26.54 $94,319 - $112,556
4,241 Added 0.24%
1,798,335 $40 Million
Q2 2022

Jul 28, 2022
BUY
$22.75 - $27.77 $326,212 - $398,194
14,339 Added 0.81%
1,794,094 $49.5 Million
Q1 2022

Apr 21, 2022
BUY
$25.76 - $29.21 $33,745 - $38,265
1,310 Added 0.07%
1,779,755 $51.6 Million
Q4 2021

Feb 04, 2022
BUY
$26.63 - $29.09 $47.4 Million - $51.7 Million
1,778,445 New
1,778,445 $51.5 Million

Others Institutions Holding DFAC

# of Institutions
898
Shares Held
721M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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