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

Andrews, Lucia Wealth Management LLC

  • $146 Million
  • Q1 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 40,143 shares of DUHP stock, worth $1.38 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
40,143
Previous 41,125 2.39%
Holding current value
$1.38 Million
Previous $1.39 Million 4.25%
% of portfolio
0.91%
Previous 0.94%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$32.57 - $35.82 $31,983 - $35,175
-982 Reduced 2.39%
40,143 $1.33 Million
Q4 2024

Jan 15, 2025
SELL
$33.62 - $35.69 $45,891 - $48,716
-1,365 Reduced 3.21%
41,125 $1.39 Million
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
416
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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