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

Andrews, Lucia Wealth Management LLC

$150 Million
Q3 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 42,490 shares of DUHP stock, worth $1.43 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

42,490

Previous 42,980 1.14%

Holding current value

$1.43 Million

Previous $1.37 Million 5.31%

% of portfolio

0.96%

Previous 0.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$30.74 - $34.07 $15,062 - $16,694	-490 Reduced 1.14%	42,490 $1.45 Million
Q1 2024 May 14, 2024	BUY	$28.16 - $31.61 $133,056 - $149,357	4,725 Added 12.35%	42,980 $1.36 Million
Q4 2023 Feb 09, 2024	SELL	$24.79 - $28.64 $64,206 - $74,177	-2,590 Reduced 6.34%	38,255 $1.09 Million
Q3 2023 Nov 02, 2023	SELL	$25.64 - $27.32 $38,665 - $41,198	-1,508 Reduced 3.56%	40,845 $1.05 Million
Q4 2022 Feb 13, 2023	SELL	$21.59 - $25.35 $56,134 - $65,910	-2,600 Reduced 5.78%	42,353 $1.02 Million
Q3 2022 Nov 01, 2022	BUY	$21.34 - $25.56 $959,297 - $1.15 Million	44,953 New	44,953 $959,000

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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