Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 47,212 shares of DFUS stock, worth $2.73 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
47,212
Previous 47,108
0.22%
Holding current value
$2.73 Million
Previous $3.01 Million
4.99%
% of portfolio
1.96%
Previous 2.04%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
741Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.53 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$461 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$336 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$277 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$234 Million0.09% of portfolio