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

Andrews, Lucia Wealth Management LLC

  • $147 Million
  • Q4 2024

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 11,949 shares of DFCF stock, worth $496,600. This represents 0.34% of its overall portfolio holdings.

Number of Shares
11,949
Previous 8,710 37.19%
Holding current value
$496,600
Previous $376,000 31.38%
% of portfolio
0.34%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
371
Shares Held
3.55B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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