Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History
Andrews, Lucia Wealth Management LLC
- $147 Million
- Q4 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 186,758 shares of DFAI stock, worth $5.82 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
186,758
Previous 182,119
2.55%
Holding current value
$5.82 Million
Previous $5.79 Million
5.77%
% of portfolio
3.7%
Previous 3.85%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio