ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAX Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 363,346.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $9.03 Mil. This investment constitutes 6.07% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.12% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 4 purchases of DFAX, at an average price of $25.91, for a total of 464,990.00 shares. In addition, there have been 7 sales at an average price of $22.69 for 101,644.00 shares. Based on historical transaction data and DFAX's current price of $29.65, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFAX holdings is $1.03 Mil, reflecting a 8.54% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAX ($29.65) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAX ($29.65) 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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