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 57,884 shares of DFAR stock, worth $1.35 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

57,884

Previous 46,466 24.57%

Holding current value

$1.35 Million

Previous $1.03 Million 44.64%

% of portfolio

0.99%

Previous 0.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$21.91 - $26.03 $250,168 - $297,210	11,418 Added 24.57%	57,884 $1.48 Million
Q1 2024 May 14, 2024	BUY	$21.28 - $22.96 $53,966 - $58,226	2,536 Added 5.77%	46,466 $1.04 Million
Q4 2023 Feb 09, 2024	BUY	$18.45 - $23.08 $119,740 - $149,789	6,490 Added 17.33%	43,930 $998,000
Q3 2023 Nov 02, 2023	BUY	$19.26 - $22.35 $51,366 - $59,607	2,667 Added 7.67%	37,440 $730,000
Q2 2023 Aug 04, 2023	BUY	$20.22 - $21.63 $62,985 - $67,377	3,115 Added 9.84%	34,773 $748,000
Q1 2023 May 03, 2023	BUY	$19.83 - $23.92 $105,059 - $126,728	5,298 Added 20.1%	31,658 $680,000
Q4 2022 Feb 13, 2023	BUY	$19.45 - $22.52 $50,492 - $58,461	2,596 Added 10.92%	26,360 $557,000
Q3 2022 Nov 01, 2022	BUY	$20.34 - $25.89 $483,359 - $615,249	23,764 New	23,764 $488,000

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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