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 28,003 shares of DIHP stock, worth $736,758. This represents 0.48% of its overall portfolio holdings.

Number of Shares
28,003
Previous 27,987 0.06%
Holding current value
$736,758
Previous $775,000 8.9%
% of portfolio
0.48%
Previous 0.52%

Shares

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

Jan 15, 2025
BUY
$25.15 - $27.57 $402 - $441
16 Added 0.06%
28,003 $706,000
Q3 2024

Oct 11, 2024
BUY
$25.23 - $27.94 $16,222 - $17,965
643 Added 2.35%
27,987 $775,000
Q1 2024

May 14, 2024
BUY
$24.77 - $26.98 $187,880 - $204,643
7,585 Added 38.39%
27,344 $736,000
Q4 2023

Feb 09, 2024
SELL
$22.28 - $25.74 $30,635 - $35,392
-1,375 Reduced 6.51%
19,759 $507,000
Q3 2023

Nov 02, 2023
BUY
$23.09 - $25.15 $52,252 - $56,914
2,263 Added 11.99%
21,134 $490,000
Q2 2023

Aug 04, 2023
BUY
$23.55 - $25.01 $18,580 - $19,732
789 Added 4.36%
18,871 $461,000
Q1 2023

May 03, 2023
BUY
$22.15 - $24.29 $110 - $121
5 Added 0.03%
18,082 $437,000
Q4 2022

Feb 13, 2023
SELL
$19.06 - $23.03 $237,411 - $286,861
-12,456 Reduced 40.8%
18,077 $398,000
Q3 2022

Nov 01, 2022
BUY
$18.92 - $22.98 $577,684 - $701,648
30,533 New
30,533 $582,000

Others Institutions Holding DIHP

# of Institutions
218
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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