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 68,477 shares of DISV stock, worth $1.86 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
68,477
Previous 67,618 1.27%
Holding current value
$1.86 Million
Previous $1.96 Million 7.38%
% of portfolio
1.23%
Previous 1.31%

Shares

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

Jan 15, 2025
BUY
$26.18 - $28.77 $22,488 - $24,713
859 Added 1.27%
68,477 $1.82 Million
Q3 2024

Oct 11, 2024
BUY
$26.06 - $29.18 $42,112 - $47,154
1,616 Added 2.45%
67,618 $1.96 Million
Q1 2024

May 14, 2024
BUY
$24.73 - $27.24 $19,239 - $21,192
778 Added 1.19%
66,002 $1.79 Million
Q4 2023

Feb 09, 2024
BUY
$22.43 - $25.87 $103,514 - $119,390
4,615 Added 7.61%
65,224 $1.68 Million
Q3 2023

Nov 02, 2023
BUY
$23.27 - $25.13 $35,952 - $38,825
1,545 Added 2.62%
60,609 $1.44 Million
Q2 2023

Aug 04, 2023
BUY
$23.01 - $24.6 $186,726 - $199,629
8,115 Added 15.93%
59,064 $1.4 Million
Q1 2023

May 03, 2023
SELL
$22.4 - $24.75 $90,115 - $99,569
-4,023 Reduced 7.32%
50,949 $1.21 Million
Q4 2022

Feb 13, 2023
BUY
$18.45 - $22.54 $375,642 - $458,914
20,360 Added 58.82%
54,972 $1.22 Million
Q3 2022

Nov 01, 2022
BUY
$18.36 - $22.57 $635,476 - $781,192
34,612 New
34,612 $642,000

Others Institutions Holding DISV

# of Institutions
279
Shares Held
62.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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