Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 8,710 shares of DFCF stock, worth $358,590. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,710

Previous 7,779 11.97%

Holding current value

$358,590

Previous $323,000 16.41%

% of portfolio

0.25%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$41.34 - $43.55 $38,487 - $40,545	931 Added 11.97%	8,710 $376,000
Q1 2024 May 14, 2024	SELL	$41.54 - $42.6 $1,080 - $1,107	-26 Reduced 0.33%	7,779 $326,000
Q4 2023 Feb 09, 2024	SELL	$39.52 - $42.54 $24,462 - $26,332	-619 Reduced 7.35%	7,805 $330,000
Q3 2023 Nov 02, 2023	BUY	$40.3 - $42.05 $9,792 - $10,218	243 Added 2.97%	8,424 $340,000
Q2 2023 Aug 04, 2023	BUY	$41.55 - $42.94 $43,502 - $44,958	1,047 Added 14.68%	8,181 $341,000
Q1 2023 May 03, 2023	BUY	$41.26 - $43.27 $64,778 - $67,933	1,570 Added 28.22%	7,134 $303,000
Q4 2022 Feb 13, 2023	BUY	$39.82 - $42.74 $2,389 - $2,564	60 Added 1.09%	5,564 $231,000
Q3 2022 Nov 01, 2022	BUY	$40.64 - $44.91 $223,682 - $247,184	5,504 New	5,504 $225,000

Others Institutions Holding DFCF

# of Institutions

331

Shares Held

88.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History