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

Andrews, Lucia Wealth Management LLC

  • $140 Million
  • Q1 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 47,246 shares of DFUS stock, worth $2.81 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
47,246
Previous 47,731 1.02%
Holding current value
$2.81 Million
Previous $2.47 Million 8.86%
% of portfolio
1.92%
Previous 1.91%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$40.71 - $44.32 $5,373 - $5,850
-132 Reduced 0.23%
56,246 $2.34 Million
Q3 2022

Nov 01, 2022
SELL
$39.83 - $46.57 $681,969 - $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
595
Shares Held
113M
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
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