ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFCF Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 15,544.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $641,500.00. This investment constitutes 0.43% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q3. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 8 purchases of DFCF, at an average price of $42.46, for a total of 16,189.00 shares. In addition, there have been 2 sales at an average price of $40.94 for 645.00 shares. Based on historical transaction data and DFCF's current price of $42.03, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFCF holdings is $-7,751.29, reflecting a -1.13% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFCF ($42.03) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFCF ($42.03) 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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