Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 27,344 shares of DIHP stock, worth $723,248. This represents 0.52% of its overall portfolio holdings.

Number of Shares

27,344

Previous 19,759 38.39%

Holding current value

$723,248

Previous $507,000 45.17%

% of portfolio

0.52%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$24.77 - $26.98 $187,880 - $204,643	7,585 Added 38.39%	27,344 $736,000
Q4 2023 Feb 09, 2024	SELL	$22.28 - $25.74 $30,635 - $35,392	-1,375 Reduced 6.51%	19,759 $507,000
Q3 2023 Nov 02, 2023	BUY	$23.09 - $25.15 $52,252 - $56,914	2,263 Added 11.99%	21,134 $490,000
Q2 2023 Aug 04, 2023	BUY	$23.55 - $25.01 $18,580 - $19,732	789 Added 4.36%	18,871 $461,000
Q1 2023 May 03, 2023	BUY	$22.15 - $24.29 $110 - $121	5 Added 0.03%	18,082 $437,000

Q4 2022 Feb 13, 2023	SELL	$20.61 - $23.03 $256,718 - $286,861	-12,456 Reduced 40.8%	18,077 $398,000
Q3 2022 Nov 01, 2022	BUY	$19.25 - $22.98 $587,760 - $701,648	30,533 New	30,533 $582,000

Others Institutions Holding DIHP

# of Institutions

182

Shares Held

79.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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