ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAT Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 262,612.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $14.62 Mil. This investment constitutes 9.82% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.13% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 7 purchases of DFAT, at an average price of $46.72, for a total of 267,368.00 shares. In addition, there have been 4 sales at an average price of $45.05 for 4,756.00 shares. Based on historical transaction data and DFAT's current price of $53.97, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFAT holdings is $1.90 Mil, reflecting a 15.19% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAT ($53.97) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAT ($53.97) 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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