Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 262,612 shares of DFAT stock, worth $13.6 Million. This represents 9.28% of its overall portfolio holdings.

Number of Shares

262,612

Previous 259,327 1.27%

Holding current value

$13.6 Million

Previous $14.4 Million 6.33%

% of portfolio

9.28%

Previous 9.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$50.44 - $58.1 $165,695 - $190,858	3,285 Added 1.27%	262,612 $13.5 Million
Q4 2024 Jan 15, 2025	SELL	$54.54 - $61.04 $24,106 - $26,979	-442 Reduced 0.17%	259,327 $14.4 Million
Q3 2024 Oct 11, 2024	SELL	$51.0 - $57.07 $15,351 - $17,178	-301 Reduced 0.12%	259,769 $14.5 Million
Q1 2024 May 14, 2024	BUY	$49.45 - $54.43 $14,933 - $16,437	302 Added 0.12%	260,070 $14.2 Million
Q4 2023 Feb 09, 2024	BUY	$42.71 - $53.09 $240,969 - $299,533	5,642 Added 2.22%	259,768 $13.6 Million
Q3 2023 Nov 02, 2023	BUY	$45.07 - $49.71 $33,487 - $36,934	743 Added 0.29%	254,126 $11.6 Million
Q2 2023 Aug 04, 2023	BUY	$41.44 - $46.39 $185,029 - $207,131	4,465 Added 1.79%	253,383 $11.8 Million
Q1 2023 May 03, 2023	BUY	$42.38 - $49.75 $34,878 - $40,944	823 Added 0.33%	248,918 $11.1 Million
Q4 2022 Feb 13, 2023	BUY	$40.24 - $46.91 $229,327 - $267,340	5,699 Added 2.35%	248,095 $10.9 Million
Q3 2022 Nov 01, 2022	SELL	$38.84 - $46.6 $108,752 - $130,480	-2,800 Reduced 1.14%	242,396 $9.45 Million
Q2 2022 Jul 28, 2022	SELL	$39.72 - $47.15 $48,180 - $57,192	-1,213 Reduced 0.49%	245,196 $11.4 Million
Q4 2021 Feb 04, 2022	BUY	$44.48 - $49.36 $11 Million - $12.2 Million	246,409 New	246,409 $11.7 Million

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Target Transaction History