ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFEM Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 20,166.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $598,520.00. This investment constitutes 0.39% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 6 purchases of DFEM, at an average price of $23.86, for a total of 20,528.00 shares. In addition, there have been 1 sales at an average price of $23.59 for 362.00 shares. Based on historical transaction data and DFEM's current price of $30.55, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFEM holdings is $134,895.87, reflecting a 27.55% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFEM ($30.55) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFEM ($30.55) 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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