Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Andrews, Lucia Wealth Management LLC
- $150 Million
- Q3 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 14,282 shares of DFEM stock, worth $382,043. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,282
Previous 13,302
7.37%
Holding current value
$382,043
Previous $355,000
13.24%
% of portfolio
0.27%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$416 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$154 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$119 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$107 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$106 Million1.18% of portfolio