Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

  • $140 Million
  • Q1 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 161,613 shares of DFAI stock, worth $4.82 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
161,613
Previous 153,371 5.37%
Holding current value
$4.82 Million
Previous $4.39 Million 11.18%
% of portfolio
3.48%
Previous 3.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$27.74 - $30.27 $228,633 - $249,485
8,242 Added 5.37%
161,613 $4.88 Million
Q4 2023

Feb 09, 2024
BUY
$24.88 - $28.69 $319,956 - $368,953
12,860 Added 9.15%
153,371 $4.39 Million
Q3 2023

Nov 02, 2023
BUY
$26.0 - $28.17 $149,526 - $162,005
5,751 Added 4.27%
140,511 $3.67 Million
Q2 2023

Aug 04, 2023
BUY
$26.46 - $28.05 $270,315 - $286,558
10,216 Added 8.2%
134,760 $3.68 Million
Q1 2023

May 03, 2023
BUY
$25.21 - $27.45 $461,519 - $502,527
18,307 Added 17.23%
124,544 $3.36 Million
Q4 2022

Feb 13, 2023
BUY
$23.24 - $25.85 $225,149 - $250,434
9,688 Added 10.03%
106,237 $2.66 Million
Q3 2022

Nov 01, 2022
BUY
$21.89 - $25.78 $166,670 - $196,288
7,614 Added 8.56%
96,549 $2.08 Million
Q2 2022

Jul 28, 2022
SELL
$23.87 - $28.49 $377,838 - $450,968
-15,829 Reduced 15.11%
88,935 $2.5 Million
Q1 2022

Apr 21, 2022
BUY
$25.94 - $30.08 $8,923 - $10,347
344 Added 0.33%
104,764 $3.1 Million
Q4 2021

Feb 04, 2022
BUY
$28.27 - $30.4 $2.95 Million - $3.17 Million
104,420 New
104,420 $3.09 Million

Others Institutions Holding DFAI

# of Institutions
489
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

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