Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Transaction History

Andrews, Lucia Wealth Management LLC

  • $146 Million
  • Q1 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 213,176 shares of DFIV stock, worth $8.39 Million. This represents 5.76% of its overall portfolio holdings.

Number of Shares
213,176
Previous 208,744 2.12%
Holding current value
$8.39 Million
Previous $7.4 Million 13.32%
% of portfolio
5.76%
Previous 5.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
645
Shares Held
214M
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
Track This Portfolio

Track Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email