ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFUV Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 371,556.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $15.20 Mil. This investment constitutes 10.21% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.14% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q3. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 8 purchases of DFUV, at an average price of $32.77, for a total of 376,146.00 shares. In addition, there have been 2 sales at an average price of $39.91 for 4,590.00 shares. Based on historical transaction data and DFUV's current price of $42.28, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFUV holdings is $3.57 Mil, reflecting a 28.94% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFUV ($42.28) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFUV ($42.28) 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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