Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History

Andrews, Lucia Wealth Management LLC

  • $147 Million
  • Q4 2024

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 15,432 shares of DFEM stock, worth $403,238. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,432
Previous 14,282 8.05%
Holding current value
$403,238
Previous $402,000 0.5%
% of portfolio
0.27%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$26.16 - $28.82 $30,084 - $33,143
1,150 Added 8.05%
15,432 $404,000
Q3 2024

Oct 11, 2024
BUY
$25.21 - $28.46 $24,705 - $27,890
980 Added 7.37%
14,282 $402,000
Q4 2023

Feb 09, 2024
BUY
$22.36 - $24.96 $51,428 - $57,408
2,300 Added 20.91%
13,302 $332,000
Q2 2023

Aug 04, 2023
SELL
$23.0 - $24.82 $8,326 - $8,984
-362 Reduced 3.19%
11,002 $264,000
Q4 2022

Feb 13, 2023
BUY
$20.21 - $23.44 $229,666 - $266,372
11,364 New
11,364 $255,000

Others Institutions Holding DFEM

# of Institutions
364
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
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