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

Andrews, Lucia Wealth Management LLC

  • $140 Million
  • Q1 2024

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 260,070 shares of DFAT stock, worth $13.4 Million. This represents 10.08% of its overall portfolio holdings.

Number of Shares
260,070
Previous 259,768 0.12%
Holding current value
$13.4 Million
Previous $13.6 Million 4.13%
% of portfolio
10.08%
Previous 10.49%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.22 - $46.91 $246,310 - $267,340
5,699 Added 2.35%
248,095 $10.9 Million
Q3 2022

Nov 01, 2022
SELL
$39.41 - $46.6 $110,347 - $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
629
Shares Held
151M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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