Andrews, Lucia Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 213,438 shares of DFIV stock, worth $9.46 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares

213,438

Previous 213,176 0.12%

Holding current value

$9.46 Million

Previous $8.39 Million 8.95%

% of portfolio

5.96%

Previous 5.76%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$34.67 - $43.21 $9,083 - $11,321	262 Added 0.12%	213,438 $9.14 Million
Q1 2025 Apr 21, 2025	BUY	$35.33 - $40.77 $156,582 - $180,692	4,432 Added 2.12%	213,176 $8.39 Million
Q4 2024 Jan 15, 2025	SELL	$34.86 - $37.97 $6,170 - $6,720	-177 Reduced 0.08%	208,744 $7.4 Million
Q3 2024 Oct 11, 2024	BUY	$34.66 - $38.38 $178,464 - $197,618	5,149 Added 2.53%	208,921 $7.96 Million
Q1 2024 May 14, 2024	BUY	$33.15 - $36.75 $34,973 - $38,771	1,055 Added 0.52%	203,772 $7.49 Million
Q4 2023 Feb 09, 2024	BUY	$30.86 - $34.46 $218,673 - $244,183	7,086 Added 3.62%	202,717 $6.97 Million
Q3 2023 Nov 02, 2023	SELL	$32.1 - $34.42 $27,894 - $29,910	-869 Reduced 0.44%	195,631 $6.38 Million
Q2 2023 Aug 04, 2023	BUY	$31.45 - $33.77 $77,964 - $83,715	2,479 Added 1.28%	196,500 $6.46 Million
Q1 2023 May 03, 2023	SELL	$30.43 - $33.38 $188,666 - $206,956	-6,200 Reduced 3.1%	194,021 $6.25 Million
Q4 2022 Feb 13, 2023	SELL	$25.88 - $31.1 $84,472 - $101,510	-3,264 Reduced 1.6%	200,221 $6.09 Million
Q3 2022 Nov 01, 2022	SELL	$25.71 - $30.57 $339,654 - $403,860	-13,211 Reduced 6.1%	203,485 $5.24 Million
Q2 2022 Jul 28, 2022	SELL	$28.66 - $33.84 $163,992 - $193,632	-5,722 Reduced 2.57%	216,696 $7.26 Million
Q4 2021 Feb 04, 2022	BUY	$31.61 - $34.21 $7.03 Million - $7.61 Million	222,418 New	222,418 $7.3 Million

Others Institutions Holding DFIV

# of Institutions

713

Shares Held

230M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Account

Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History