Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 21,364 shares of DFIS stock, worth $654,165. This represents 0.42% of its overall portfolio holdings.

Number of Shares
21,364
Previous 16,642 28.37%
Holding current value
$654,165
Previous $430,000 48.14%
% of portfolio
0.42%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$23.2 - $29.84 $109,550 - $140,904
4,722 Added 28.37%
21,364 $637,000
Q1 2025

Apr 21, 2025
BUY
$23.92 - $26.89 $32,650 - $36,704
1,365 Added 8.94%
16,642 $430,000
Q4 2024

Jan 15, 2025
BUY
$24.25 - $26.7 $24 - $26
1 Added 0.01%
15,277 $375,000
Q3 2024

Oct 11, 2024
BUY
$24.06 - $26.97 $4,090 - $4,584
170 Added 1.13%
15,276 $409,000
Q1 2024

May 14, 2024
SELL
$23.13 - $25.1 $15,612 - $16,942
-675 Reduced 4.28%
15,106 $378,000
Q4 2023

Feb 09, 2024
BUY
$20.55 - $24.23 $8,774 - $10,346
427 Added 2.78%
15,781 $381,000
Q2 2023

Aug 04, 2023
BUY
$22.26 - $23.55 $6,678 - $7,065
300 Added 1.99%
15,354 $350,000
Q4 2022

Feb 13, 2023
SELL
$18.29 - $22.14 $225,972 - $273,539
-12,355 Reduced 45.08%
15,054 $323,000
Q3 2022

Nov 01, 2022
BUY
$18.33 - $22.66 $502,406 - $621,087
27,409 New
27,409 $507,000

Others Institutions Holding DFIS

# of Institutions
260
Shares Held
85.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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