Andrews, Lucia Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 375,804 shares of DFAX stock, worth $9.59 Million. This represents 6.81% of its overall portfolio holdings.

Number of Shares
375,804
Previous 375,845 0.01%
Holding current value
$9.59 Million
Previous $9.18 Million 4.16%
% of portfolio
6.81%
Previous 7.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$23.42 - $25.45 $960 - $1,043
-41 Reduced 0.01%
375,804 $9.56 Million
Q4 2023

Feb 09, 2024
SELL
$21.44 - $24.42 $319,134 - $363,491
-14,885 Reduced 3.81%
375,845 $9.18 Million
Q3 2023

Nov 02, 2023
SELL
$22.41 - $24.35 $40,651 - $44,170
-1,814 Reduced 0.46%
390,730 $8.8 Million
Q2 2023

Aug 04, 2023
SELL
$22.56 - $24.03 $411,900 - $438,739
-18,258 Reduced 4.44%
392,544 $9.15 Million
Q1 2023

May 03, 2023
SELL
$21.74 - $23.72 $430,778 - $470,011
-19,815 Reduced 4.6%
410,802 $9.47 Million
Q4 2022

Feb 13, 2023
SELL
$20.25 - $22.36 $650,106 - $717,845
-32,104 Reduced 6.94%
430,617 $9.3 Million
Q3 2022

Nov 01, 2022
BUY
$19.38 - $22.64 $17,907 - $20,919
924 Added 0.2%
462,721 $8.74 Million
Q2 2022

Jul 28, 2022
BUY
$21.22 - $25.37 $1,294 - $1,547
61 Added 0.01%
461,797 $11.5 Million
Q4 2021

Feb 04, 2022
BUY
$25.17 - $26.82 $11.6 Million - $12.4 Million
461,736 New
461,736 $12.1 Million

Others Institutions Holding DFAX

# of Institutions
470
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email