Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 15,432 shares of DFEM stock, worth $410,028. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,432
Previous 14,282
8.05%
Holding current value
$410,028
Previous $402,000
0.5%
% of portfolio
0.27%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
418Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio