Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Andrews, Lucia Wealth Management LLC

$163 Million
Q4 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 22,947 shares of DFCF stock, worth $980,295. This represents 0.6% of its overall portfolio holdings.

Number of Shares

22,947

Previous 19,895 15.34%

Holding current value

$980,295

Previous $850,000 15.29%

% of portfolio

0.6%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$42.71 - $43.27 $130,350 - $132,060	3,052 Added 15.34%	22,947 $980,000
Q3 2025 Oct 08, 2025	BUY	$41.8 - $43.15 $61,320 - $63,301	1,467 Added 7.96%	19,895 $850,000
Q2 2025 Jul 11, 2025	BUY	$41.1 - $42.37 $118,532 - $122,195	2,884 Added 18.55%	18,428 $778,000
Q1 2025 Apr 21, 2025	BUY	$40.79 - $42.32 $146,640 - $152,140	3,595 Added 30.09%	15,544 $653,000
Q4 2024 Jan 15, 2025	BUY	$41.17 - $43.34 $133,349 - $140,378	3,239 Added 37.19%	11,949 $494,000

Q3 2024 Oct 11, 2024	BUY	$41.34 - $43.55 $38,487 - $40,545	931 Added 11.97%	8,710 $376,000
Q1 2024 May 14, 2024	SELL	$41.54 - $42.6 $1,080 - $1,107	-26 Reduced 0.33%	7,779 $326,000
Q4 2023 Feb 09, 2024	SELL	$39.52 - $42.54 $24,462 - $26,332	-619 Reduced 7.35%	7,805 $330,000
Q3 2023 Nov 02, 2023	BUY	$40.3 - $42.05 $9,792 - $10,218	243 Added 2.97%	8,424 $340,000
Q2 2023 Aug 04, 2023	BUY	$41.55 - $42.94 $43,502 - $44,958	1,047 Added 14.68%	8,181 $341,000
Q1 2023 May 03, 2023	BUY	$41.26 - $43.27 $64,778 - $67,933	1,570 Added 28.22%	7,134 $303,000
Q4 2022 Feb 13, 2023	BUY	$39.82 - $42.74 $2,389 - $2,564	60 Added 1.09%	5,564 $231,000
Q3 2022 Nov 01, 2022	BUY	$40.64 - $44.91 $223,682 - $247,184	5,504 New	5,504 $225,000

Others Institutions Holding DFCF

# of Institutions

448

Shares Held

142M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History