Andrews, Lucia Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 134,644 shares of DFAE stock, worth $3.5 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
134,644
Previous 131,289 2.56%
Holding current value
$3.5 Million
Previous $3.4 Million 8.66%
% of portfolio
2.46%
Previous 2.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
474
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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