Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Andrews, Lucia Wealth Management LLC
- $140 Million
- Q1 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 13,302 shares of DFEM stock, worth $357,291. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,302
Previous 13,302
-0.0%
Holding current value
$357,291
Previous $332,000
2.11%
% of portfolio
0.24%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
306Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$425 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$136 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$110 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$104 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$93.5 Million7.95% of portfolio