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 15,276 shares of DFIS stock, worth $372,428. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,276
Previous 15,106 1.13%
Holding current value
$372,428
Previous $372,000 9.95%
% of portfolio
0.27%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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