Number of Shares
20,166.00
Current Holdings Value*
$598,520.00
% of Portfolio
0.39%
Total Estimate Gain
$138,122.43
% of Total Estimate Gain
28.20%

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 $30.71, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFEM holdings is $138,122.43, reflecting a 28.20% gain to date.

ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFEM ($30.71) Holding Chart

ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFEM ($30.71) 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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