Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 20,629 shares of DFEM stock, worth $668,173. This represents 0.4% of its overall portfolio holdings.
Number of Shares
20,629
Previous 20,166
2.3%
Holding current value
$668,173
Previous $598,000
10.54%
% of portfolio
0.4%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
480Shares Held
165MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$544 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio