Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History
Andrews, Lucia Wealth Management LLC
- $147 Million
- Q4 2024
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 208,744 shares of DFIV stock, worth $8.28 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
208,744
Previous 208,921
0.08%
Holding current value
$8.28 Million
Previous $7.96 Million
6.93%
% of portfolio
5.03%
Previous 5.29%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
630Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$812 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$706 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$443 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$328 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$278 Million0.17% of portfolio