Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 47,356 shares of DFUS stock, worth $3.27 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

47,356

Previous 47,212 0.31%

Holding current value

$3.27 Million

Previous $2.86 Million 11.14%

% of portfolio

2.07%

Previous 1.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$53.65 - $67.02 $7,725 - $9,650	144 Added 0.31%	47,356 $3.17 Million
Q1 2025 Apr 21, 2025	BUY	$59.61 - $66.71 $6,199 - $6,937	104 Added 0.22%	47,212 $2.86 Million
Q4 2024 Jan 15, 2025	BUY	$61.52 - $66.5 $3,322 - $3,591	54 Added 0.11%	47,108 $3.01 Million
Q3 2024 Oct 11, 2024	SELL	$56.04 - $62.2 $10,759 - $11,942	-192 Reduced 0.41%	47,054 $2.93 Million
Q1 2024 May 14, 2024	SELL	$50.79 - $56.98 $24,633 - $27,635	-485 Reduced 1.02%	47,246 $2.69 Million
Q4 2023 Feb 09, 2024	SELL	$44.51 - $52.0 $67,655 - $79,040	-1,520 Reduced 3.09%	47,731 $2.47 Million
Q3 2023 Nov 02, 2023	SELL	$46.29 - $49.87 $514,281 - $554,055	-11,110 Reduced 18.41%	49,251 $2.29 Million
Q2 2023 Aug 04, 2023	BUY	$43.77 - $48.16 $87,408 - $96,175	1,997 Added 3.42%	60,361 $2.91 Million
Q1 2023 May 03, 2023	BUY	$41.24 - $45.43 $87,346 - $96,220	2,118 Added 3.77%	58,364 $2.59 Million
Q4 2022 Feb 13, 2023	SELL	$38.86 - $44.32 $5,129 - $5,850	-132 Reduced 0.23%	56,246 $2.34 Million
Q3 2022 Nov 01, 2022	SELL	$38.82 - $46.57 $664,676 - $797,371	-17,122 Reduced 23.3%	56,378 $2.19 Million
Q2 2022 Jul 28, 2022	BUY	$39.62 - $49.51 $71,712 - $89,613	1,810 Added 2.52%	73,500 $3.6 Million
Q4 2021 Feb 04, 2022	BUY	$47.05 - $51.98 $3.37 Million - $3.73 Million	71,690 New	71,690 $3.71 Million

Others Institutions Holding DFUS

# of Institutions

780

Shares Held

194M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History