Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

$146 Million
Q1 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 363,346 shares of DFAX stock, worth $10.3 Million. This represents 6.53% of its overall portfolio holdings.

Number of Shares

363,346

Previous 378,073 3.9%

Holding current value

$10.3 Million

Previous $9.4 Million 1.29%

% of portfolio

6.53%

Previous 6.38%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$24.45 - $27.2 $360,075 - $400,574	-14,727 Reduced 3.9%	363,346 $9.52 Million
Q4 2024 Jan 15, 2025	BUY	$24.76 - $27.04 $24,586 - $26,850	993 Added 0.26%	378,073 $9.4 Million
Q3 2024 Oct 11, 2024	BUY	$24.29 - $27.25 $30,994 - $34,771	1,276 Added 0.34%	377,080 $10.2 Million
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	$18.81 - $22.36 $603,876 - $717,845	-32,104 Reduced 6.94%	430,617 $9.3 Million
Q3 2022 Nov 01, 2022	BUY	$18.89 - $22.64 $17,454 - $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

607

Shares Held

248M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History