Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 89,743 shares of DFAS stock, worth $5.91 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares
89,743
Previous 89,427 0.35%
Holding current value
$5.91 Million
Previous $5.37 Million 8.34%
% of portfolio
3.87%
Previous 3.78%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$59.25 - $65.33 $18,723 - $20,644
316 Added 0.35%
89,743 $5.82 Million
Q1 2024

May 14, 2024
BUY
$56.66 - $62.34 $81,817 - $90,018
1,444 Added 1.64%
89,427 $5.57 Million
Q4 2023

Feb 09, 2024
BUY
$48.83 - $60.51 $92,874 - $115,090
1,902 Added 2.21%
87,983 $5.25 Million
Q3 2023

Nov 02, 2023
SELL
$51.84 - $57.67 $13,996 - $15,570
-270 Reduced 0.31%
86,081 $4.52 Million
Q2 2023

Aug 04, 2023
BUY
$49.85 - $54.8 $83,548 - $91,844
1,676 Added 1.98%
86,351 $4.73 Million
Q1 2023

May 03, 2023
BUY
$50.35 - $57.8 $74,316 - $85,312
1,476 Added 1.77%
84,675 $4.46 Million
Q4 2022

Feb 13, 2023
BUY
$47.77 - $54.73 $7,022 - $8,045
147 Added 0.18%
83,199 $4.26 Million
Q3 2022

Nov 01, 2022
SELL
$46.47 - $55.84 $633,943 - $761,769
-13,642 Reduced 14.11%
83,052 $3.86 Million
Q2 2022

Jul 28, 2022
BUY
$46.65 - $56.4 $124,975 - $151,095
2,679 Added 2.85%
96,694 $5.42 Million
Q4 2021

Feb 04, 2022
BUY
$56.67 - $63.93 $5.33 Million - $6.01 Million
94,015 New
94,015 $5.64 Million

Others Institutions Holding DFAS

# of Institutions
689
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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