Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Andrews, Lucia Wealth Management LLC
- $142 Million
- Q2 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 1,914,576 shares of DFAC stock, worth $65.1 Million. This represents 43.4% of its overall portfolio holdings.
Number of Shares
1,914,576
Previous 1,914,576
-0.0%
Holding current value
$65.1 Million
Previous $61.2 Million
0.91%
% of portfolio
43.4%
Previous 43.57%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio