Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 66,701 shares of DFAR stock, worth $1.53 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
66,701
Previous 61,353 8.72%
Holding current value
$1.53 Million
Previous $1.43 Million 11.07%
% of portfolio
1.09%
Previous 0.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$22.35 - $24.52 $119,527 - $131,132
5,348 Added 8.72%
66,701 $1.59 Million
Q4 2024

Jan 15, 2025
BUY
$22.72 - $25.76 $78,815 - $89,361
3,469 Added 5.99%
61,353 $1.43 Million
Q3 2024

Oct 11, 2024
BUY
$21.91 - $26.03 $250,168 - $297,210
11,418 Added 24.57%
57,884 $1.48 Million
Q1 2024

May 14, 2024
BUY
$21.28 - $22.96 $53,966 - $58,226
2,536 Added 5.77%
46,466 $1.04 Million
Q4 2023

Feb 09, 2024
BUY
$18.45 - $23.08 $119,740 - $149,789
6,490 Added 17.33%
43,930 $998,000
Q3 2023

Nov 02, 2023
BUY
$19.26 - $22.35 $51,366 - $59,607
2,667 Added 7.67%
37,440 $730,000
Q2 2023

Aug 04, 2023
BUY
$20.22 - $21.63 $62,985 - $67,377
3,115 Added 9.84%
34,773 $748,000
Q1 2023

May 03, 2023
BUY
$19.83 - $23.92 $105,059 - $126,728
5,298 Added 20.1%
31,658 $680,000
Q4 2022

Feb 13, 2023
BUY
$19.45 - $22.52 $50,492 - $58,461
2,596 Added 10.92%
26,360 $557,000
Q3 2022

Nov 01, 2022
BUY
$20.34 - $25.89 $483,359 - $615,249
23,764 New
23,764 $488,000

Others Institutions Holding DFAR

# of Institutions
262
Shares Held
43.2M
Call Options Held
27.2K
Put Options Held
10K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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