Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 29,268 shares of DIHP stock, worth $871,015. This represents 0.56% of its overall portfolio holdings.
Number of Shares
29,268
Previous 28,478
2.77%
Holding current value
$871,015
Previous $767,000
12.52%
% of portfolio
0.56%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
279Shares Held
145MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$725 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$673 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$624 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$192 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$179 Million3.07% of portfolio