ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAR Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 66,701.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $1.55 Mil. This investment constitutes 1.04% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.12% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q3. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 10 purchases of DFAR, at an average price of $23.01, for a total of 66,701.00 shares. Based on historical transaction data and DFAR's current price of $23.31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFAR holdings is $20,060.08, reflecting a 1.31% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAR ($23.31) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAR ($23.31) 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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