ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFUS Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 47,356.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $3.17 Mil. This investment constitutes 2.06% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.02% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 6 purchases of DFUS, at an average price of $49.75, for a total of 77,917.00 shares. In addition, there have been 6 sales at an average price of $45.50 for 30,561.00 shares. Based on historical transaction data and DFUS's current price of $68.24, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DFUS holdings is $745,861.86, reflecting a 19.24% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFUS ($68.24) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFUS ($68.24) 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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