Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 243,616 shares of DFAT stock, worth $14 Million. This represents 8.57% of its overall portfolio holdings.
Number of Shares
243,616
Previous 253,652
3.96%
Holding current value
$14 Million
Previous $13.7 Million
3.6%
% of portfolio
8.57%
Previous 8.92%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
797Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio