Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

$166 Million
Q3 2025

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 145,261 shares of DFAE stock, worth $4.63 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

145,261

Previous 143,967 0.9%

Holding current value

$4.63 Million

Previous $4.17 Million 9.91%

% of portfolio

2.77%

Previous 2.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$28.84 - $31.84 $37,318 - $41,200	1,294 Added 0.9%	145,261 $4.58 Million
Q2 2025 Jul 11, 2025	SELL	$22.87 - $28.95 $34,785 - $44,032	-1,521 Reduced 1.05%	143,967 $4.17 Million
Q1 2025 Apr 21, 2025	BUY	$24.64 - $26.86 $259,902 - $283,319	10,548 Added 7.82%	145,488 $3.77 Million
Q4 2024 Jan 15, 2025	BUY	$25.36 - $28.15 $7,506 - $8,332	296 Added 0.22%	134,940 $3.42 Million
Q3 2024 Oct 11, 2024	BUY	$24.46 - $27.82 $82,063 - $93,336	3,355 Added 2.56%	134,644 $3.69 Million
Q1 2024 May 14, 2024	BUY	$22.74 - $24.88 $187,309 - $204,936	8,237 Added 6.69%	131,289 $3.25 Million
Q4 2023 Feb 09, 2024	BUY	$21.63 - $24.11 $74,126 - $82,624	3,427 Added 2.86%	123,052 $2.97 Million
Q3 2023 Nov 02, 2023	BUY	$22.43 - $24.83 $78,976 - $87,426	3,521 Added 3.03%	119,625 $2.7 Million
Q2 2023 Aug 04, 2023	BUY	$22.38 - $24.3 $94,354 - $102,448	4,216 Added 3.77%	116,104 $2.72 Million
Q1 2023 May 03, 2023	BUY	$21.78 - $24.36 $7,971 - $8,915	366 Added 0.33%	111,888 $2.58 Million
Q4 2022 Feb 13, 2023	BUY	$19.67 - $22.73 $1.03 Million - $1.19 Million	52,417 Added 88.68%	111,522 $2.45 Million
Q3 2022 Nov 01, 2022	BUY	$20.09 - $23.68 $389,886 - $459,557	19,407 Added 48.89%	59,105 $1.19 Million
Q2 2022 Jul 28, 2022	SELL	$22.9 - $27.06 $67,715 - $80,016	-2,957 Reduced 6.93%	39,698 $1.04 Million
Q1 2022 Apr 21, 2022	BUY	$24.29 - $28.31 $4,177 - $4,869	172 Added 0.4%	42,655 $1.17 Million
Q4 2021 Feb 04, 2022	BUY	$26.45 - $28.31 $1.12 Million - $1.2 Million	42,483 New	42,483 $1.16 Million

Others Institutions Holding DFAE

# of Institutions

608

Shares Held

175M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History