Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 19,895 shares of DFCF stock, worth $857,673. This represents 0.51% of its overall portfolio holdings.
Number of Shares
19,895
Previous 18,428
7.96%
Holding current value
$857,673
Previous $778,000
9.25%
% of portfolio
0.51%
Previous 0.51%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
121MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio