Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 19,895 shares of DFCF stock, worth $849,914. This represents 0.51% of its overall portfolio holdings.
Number of Shares
19,895
Previous 18,428
7.96%
Holding current value
$849,914
Previous $778,000
9.25%
% of portfolio
0.51%
Previous 0.51%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
448Shares Held
142MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.89% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio