Andrews, Lucia Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 131,289 shares of DFAE stock, worth $3.62 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
131,289
Previous 131,289
-0.0%
Holding current value
$3.62 Million
Previous $3.25 Million
4.65%
% of portfolio
2.39%
Previous 2.31%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
453Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$349 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$142 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$117 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$102 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$95.9 Million3.68% of portfolio