Andrews, Lucia Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 121,657 shares of DFAU stock, worth $5.04 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
121,657
Previous 121,600
0.05%
Holding current value
$5.04 Million
Previous $4.56 Million
5.92%
% of portfolio
3.21%
Previous 3.2%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio