Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 15,106 shares of DFIS stock, worth $374,477. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,106
Previous 15,781 4.28%
Holding current value
$374,477
Previous $381,000 0.79%
% of portfolio
0.27%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$19.82 - $22.14 $244,876 - $273,539
-12,355 Reduced 45.08%
15,054 $323,000
Q3 2022

Nov 01, 2022
BUY
$18.82 - $22.66 $515,837 - $621,087
27,409 New
27,409 $507,000

Others Institutions Holding DFIS

# of Institutions
170
Shares Held
48.3M
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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