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

Andrews, Lucia Wealth Management LLC

$153 Million
Q2 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 20,166 shares of DFEM stock, worth $614,861. This represents 0.39% of its overall portfolio holdings.

Number of Shares

20,166

Previous 15,491 30.18%

Holding current value

$614,861

Previous $409,000 46.21%

% of portfolio

0.39%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$23.4 - $29.68 $109,395 - $138,754	4,675 Added 30.18%	20,166 $598,000
Q1 2025 Apr 21, 2025	BUY	$25.35 - $27.46 $1,495 - $1,620	59 Added 0.38%	15,491 $409,000
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

455

Shares Held

166M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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