Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 370,341 shares of DFUV stock, worth $15.8 Million. This represents 10.29% of its overall portfolio holdings.

Number of Shares
370,341
Previous 373,474 0.84%
Holding current value
$15.8 Million
Previous $15.6 Million 2.67%
% of portfolio
10.29%
Previous 10.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$40.38 - $44.35 $126,510 - $138,948
-3,133 Reduced 0.84%
370,341 $15.2 Million
Q3 2024

Oct 11, 2024
BUY
$38.51 - $41.69 $198,557 - $214,953
5,156 Added 1.4%
373,474 $15.6 Million
Q1 2024

May 14, 2024
BUY
$36.22 - $40.9 $81,857 - $92,434
2,260 Added 0.62%
368,318 $15.1 Million
Q4 2023

Feb 09, 2024
SELL
$31.85 - $37.39 $46,405 - $54,477
-1,457 Reduced 0.4%
366,058 $13.6 Million
Q3 2023

Nov 02, 2023
BUY
$33.83 - $36.19 $87,349 - $93,442
2,582 Added 0.71%
367,515 $12.5 Million
Q2 2023

Aug 04, 2023
BUY
$32.32 - $34.5 $187,488 - $200,134
5,801 Added 1.62%
364,933 $12.6 Million
Q1 2023

May 03, 2023
BUY
$31.9 - $35.83 $199,343 - $223,901
6,249 Added 1.77%
359,132 $12 Million
Q4 2022

Feb 13, 2023
BUY
$30.23 - $35.36 $291,568 - $341,047
9,645 Added 2.81%
352,883 $11.8 Million
Q3 2022

Nov 01, 2022
BUY
$29.6 - $34.78 $10.2 Million - $11.9 Million
343,238 New
343,238 $10.2 Million

Others Institutions Holding DFUV

# of Institutions
657
Shares Held
269M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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