ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAS Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 91,970.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $5.99 Mil. This investment constitutes 4.02% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 9 purchases of DFAS, at an average price of $58.81, for a total of 105,882.00 shares. In addition, there have been 2 sales at an average price of $51.16 for 13,912.00 shares. Based on historical transaction data and DFAS's current price of $63.34, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFAS holdings is $310,581.89, reflecting a 4.99% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAS ($63.34) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAS ($63.34) 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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