Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 15,277 shares of DFIS stock, worth $380,855. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,277

Previous 15,276 0.01%

Holding current value

$380,855

Previous $409,000 8.31%

% of portfolio

0.25%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$24.25 - $26.7 $24 - $26	1 Added 0.01%	15,277 $375,000
Q3 2024 Oct 11, 2024	BUY	$24.06 - $26.97 $4,090 - $4,584	170 Added 1.13%	15,276 $409,000
Q1 2024 May 14, 2024	SELL	$23.13 - $25.1 $15,612 - $16,942	-675 Reduced 4.28%	15,106 $378,000
Q4 2023 Feb 09, 2024	BUY	$20.55 - $24.23 $8,774 - $10,346	427 Added 2.78%	15,781 $381,000
Q2 2023 Aug 04, 2023	BUY	$22.26 - $23.55 $6,678 - $7,065	300 Added 1.99%	15,354 $350,000
Q4 2022 Feb 13, 2023	SELL	$18.29 - $22.14 $225,972 - $273,539	-12,355 Reduced 45.08%	15,054 $323,000
Q3 2022 Nov 01, 2022	BUY	$18.33 - $22.66 $502,406 - $621,087	27,409 New	27,409 $507,000

Others Institutions Holding DFIS

# of Institutions

195

Shares Held

79.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History