Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

$142 Million
Q2 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 121,600 shares of DFAU stock, worth $4.78 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

121,600

Previous 121,600 -0.0%

Holding current value

$4.78 Million

Previous $4.44 Million 2.59%

% of portfolio

3.2%

Previous 3.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

399

Shares Held

105M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History