Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 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 76,666 shares of DFAR stock, worth $1.82 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
76,666
Previous 67,867
12.97%
Holding current value
$1.82 Million
Previous $1.59 Million
14.82%
% of portfolio
1.1%
Previous 1.04%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
276Shares Held
44.2MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio