Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 17,866 shares of DFSV stock, worth $560,992. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,866
Previous 17,891 0.14%
Holding current value
$560,992
Previous $569,000 1.58%
% of portfolio
0.34%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$30.55 - $32.35 $763 - $808
-25 Reduced 0.14%
17,866 $560,000
Q3 2025

Oct 08, 2025
BUY
$29.2 - $32.74 $292 - $327
10 Added 0.06%
17,891 $569,000
Q2 2025

Jul 11, 2025
BUY
$24.21 - $29.47 $432,899 - $526,953
17,881 New
17,881 $526,000

Others Institutions Holding DFSV

# of Institutions
513
Shares Held
142M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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