Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 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 212,490 shares of DFIV stock, worth $9.74 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
212,490
Previous 213,438
0.44%
Holding current value
$9.74 Million
Previous $9.14 Million
7.21%
% of portfolio
5.92%
Previous 5.96%
Shares
14 transactions
Others Institutions Holding DFIV
# of Institutions
756Shares Held
266MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio