ANDREWS, LUCIA WEALTH MANAGEMENT LLC DISV Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 77,327.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $2.54 Mil. This investment constitutes 1.65% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.08% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q3. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 10 purchases of DISV, at an average price of $22.65, for a total of 81,350.00 shares. In addition, there have been 1 sales at an average price of $23.72 for 4,023.00 shares. Based on historical transaction data and DISV's current price of $32.99, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DISV holdings is $803,577.16, reflecting a 43.60% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DISV ($32.99) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DISV ($32.99) 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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