Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

$146 Million
Q1 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 145,488 shares of DFAE stock, worth $3.99 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

145,488

Previous 134,940 7.82%

Holding current value

$3.99 Million

Previous $3.42 Million 10.05%

% of portfolio

2.58%

Previous 2.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

564

Shares Held

162M

Call Options Held

Put Options Held

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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