Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 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 29,340 shares of DIHP stock, worth $901,031. This represents 0.54% of its overall portfolio holdings.
Number of Shares
29,340
Previous 29,268
0.25%
Holding current value
$901,031
Previous $863,000
3.24%
% of portfolio
0.54%
Previous 0.56%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
296Shares Held
150MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$792 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$184 Million3.07% of portfolio