Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 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 208,921 shares of DFIV stock, worth $7.46 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares
208,921
Previous 203,772 2.53%
Holding current value
$7.46 Million
Previous $7.32 Million 8.63%
% of portfolio
5.29%
Previous 5.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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