Andrews, Lucia Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 121,603 shares of DFAU stock, worth $5.55 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
121,603
Previous 122,144 0.44%
Holding current value
$5.55 Million
Previous $5.17 Million 7.54%
% of portfolio
3.36%
Previous 3.37%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$42.42 - $45.96 $22,949 - $24,864
-541 Reduced 0.44%
121,603 $5.56 Million
Q2 2025

Jul 11, 2025
BUY
$34.04 - $42.36 $73,934 - $92,005
2,172 Added 1.81%
122,144 $5.17 Million
Q1 2025

Apr 21, 2025
BUY
$37.84 - $42.29 $605 - $676
16 Added 0.01%
119,972 $4.61 Million
Q4 2024

Jan 15, 2025
SELL
$39.27 - $42.38 $66,798 - $72,088
-1,701 Reduced 1.4%
119,956 $4.86 Million
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
536
Shares Held
140M
Call Options Held
58.3K
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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