ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAU Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 119,972.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $4.86 Mil. This investment constitutes 3.26% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.06% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 6 purchases of DFAU, at an average price of $31.97, for a total of 191,055.00 shares. In addition, there have been 5 sales at an average price of $28.38 for 71,083.00 shares. Based on historical transaction data and DFAU's current price of $42.66, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFAU holdings is $1.03 Mil, reflecting a 16.83% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAU ($42.66) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAU ($42.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
