Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 7,779 shares of DFCF stock, worth $322,906. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,779
Previous 7,805
0.33%
Holding current value
$322,906
Previous $330,000
1.21%
% of portfolio
0.23%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$413 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$289 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$109 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$94.2 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$77.9 Million1.26% of portfolio