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 182,119 shares of DFAI stock, worth $5.42 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
182,119
Previous 161,613 12.69%
Holding current value
$5.42 Million
Previous $4.8 Million 20.69%
% of portfolio
3.85%
Previous 3.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$28.69 - $32.06 $588,317 - $657,422
20,506 Added 12.69%
182,119 $5.79 Million
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
$21.47 - $25.85 $208,001 - $250,434
9,688 Added 10.03%
106,237 $2.66 Million
Q3 2022

Nov 01, 2022
BUY
$21.44 - $25.78 $163,244 - $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
538
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email