ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFIV Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 213,176.00 shares of Dimensional International Value ETF(DFIV), totaling $7.56 Mil. This investment constitutes 5.08% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.09% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 5 purchases of DFIV, at an average price of $32.90, for a total of 242,619.00 shares. In addition, there have been 6 sales at an average price of $30.22 for 29,443.00 shares. Based on historical transaction data and DFIV's current price of $42.79, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFIV holdings is $2.03 Mil, reflecting a 25.41% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFIV ($42.79) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFIV ($42.79) 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
