Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 121,657 shares of DFAU stock, worth $4.95 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
121,657
Previous 121,600 0.05%
Holding current value
$4.95 Million
Previous $4.56 Million 5.92%
% of portfolio
3.21%
Previous 3.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$35.8 - $39.69 $2,040 - $2,262
57 Added 0.05%
121,657 $4.83 Million
Q1 2024

May 14, 2024
BUY
$32.59 - $36.54 $1,271 - $1,425
39 Added 0.03%
121,600 $4.44 Million
Q4 2023

Feb 09, 2024
SELL
$28.58 - $33.37 $103,373 - $120,699
-3,617 Reduced 2.89%
121,561 $4.04 Million
Q3 2023

Nov 02, 2023
SELL
$29.79 - $32.13 $27,585 - $29,752
-926 Reduced 0.73%
125,178 $3.75 Million
Q2 2023

Aug 04, 2023
SELL
$28.25 - $30.99 $16,385 - $17,974
-580 Reduced 0.46%
126,104 $3.91 Million
Q1 2023

May 03, 2023
BUY
$26.87 - $29.65 $3,009 - $3,320
112 Added 0.09%
126,684 $3.64 Million
Q4 2022

Feb 13, 2023
BUY
$25.24 - $28.83 $28,975 - $33,096
1,148 Added 0.92%
126,572 $3.42 Million
Q3 2022

Nov 01, 2022
SELL
$25.15 - $30.14 $1.62 Million - $1.94 Million
-64,259 Reduced 33.88%
125,424 $3.15 Million
Q2 2022

Jul 28, 2022
BUY
$25.69 - $31.79 $21,913 - $27,116
853 Added 0.45%
189,683 $5.98 Million
Q4 2021

Feb 04, 2022
BUY
$30.17 - $33.15 $5.7 Million - $6.26 Million
188,830 New
188,830 $6.23 Million

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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