ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAI Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 199,759.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $5.83 Mil. This investment constitutes 3.92% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.07% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 11 purchases of DFAI, at an average price of $28.55, for a total of 215,588.00 shares. In addition, there have been 1 sales at an average price of $25.97 for 15,829.00 shares. Based on historical transaction data and DFAI's current price of $34.24, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFAI holdings is $1.10 Mil, reflecting a 17.82% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAI ($34.24) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAI ($34.24) 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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