ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFSV Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 17,881.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $526,240.00. This investment constitutes 0.34% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2025Q2. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 1 purchases of DFSV, at an average price of $27.70, for a total of 17,881.00 shares. Based on historical transaction data and DFSV's current price of $30.36, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFSV holdings is $47,563.46, reflecting a 9.60% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFSV ($30.36) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFSV ($30.36) 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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