Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Andrews, Lucia Wealth Management LLC

$142 Million
Q2 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 368,318 shares of DFUV stock, worth $15.3 Million. This represents 10.17% of its overall portfolio holdings.

Number of Shares

368,318

Previous 368,318 -0.0%

Holding current value

$15.3 Million

Previous $15.1 Million 3.99%

% of portfolio

10.17%

Previous 10.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$36.22 - $40.9 $81,857 - $92,434	2,260 Added 0.62%	368,318 $15.1 Million
Q4 2023 Feb 09, 2024	SELL	$31.85 - $37.39 $46,405 - $54,477	-1,457 Reduced 0.4%	366,058 $13.6 Million
Q3 2023 Nov 02, 2023	BUY	$33.83 - $36.19 $87,349 - $93,442	2,582 Added 0.71%	367,515 $12.5 Million
Q2 2023 Aug 04, 2023	BUY	$32.32 - $34.5 $187,488 - $200,134	5,801 Added 1.62%	364,933 $12.6 Million
Q1 2023 May 03, 2023	BUY	$31.9 - $35.83 $199,343 - $223,901	6,249 Added 1.77%	359,132 $12 Million
Q4 2022 Feb 13, 2023	BUY	$30.23 - $35.36 $291,568 - $341,047	9,645 Added 2.81%	352,883 $11.8 Million
Q3 2022 Nov 01, 2022	BUY	$29.6 - $34.78 $10.2 Million - $11.9 Million	343,238 New	343,238 $10.2 Million

Others Institutions Holding DFUV

# of Institutions

617

Shares Held

255M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History