Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 17,881 shares of DFSV stock, worth $550,734. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,881Holding current value
$550,734% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
457Shares Held
124MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$289 Million2.0% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$235 Million2.99% of portfolio
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Mather Group, Llc. Chicago, IL6.46MShares$199 Million2.05% of portfolio
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Jmg Financial Group, Ltd.5.82MShares$179 Million5.77% of portfolio
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Ci Private Wealth, LLC Miami, FL5.05MShares$155 Million0.24% of portfolio