Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Andrews, Lucia Wealth Management LLC
- $146 Million
- Q1 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 15,491 shares of DFEM stock, worth $433,902. This represents 0.28% of its overall portfolio holdings.
Number of Shares
15,491
Previous 15,432
0.38%
Holding current value
$433,902
Previous $404,000
1.24%
% of portfolio
0.28%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
442Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$464 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$182 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$171 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$137 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$125 Million0.17% of portfolio