ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAC Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 1.90 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $65.85 Mil. This investment constitutes 44.23% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.2% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 8 purchases of DFAC, at an average price of $27.98, for a total of 1.93 Mil shares. In addition, there have been 4 sales at an average price of $32.02 for 26,965.00 shares. Based on historical transaction data and DFAC's current price of $35.49, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFAC holdings is $14.40 Mil, reflecting a 26.64% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAC ($35.49) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAC ($35.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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