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

Andrews, Lucia Wealth Management LLC

  • $147 Million
  • Q4 2024

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 47,108 shares of DFUS stock, worth $2.83 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
47,108
Previous 47,054 0.11%
Holding current value
$2.83 Million
Previous $2.93 Million 2.7%
% of portfolio
2.04%
Previous 1.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
733
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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