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Andrews Lucia Wealth Management LLC Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Andrews Lucia Wealth Management LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 259,768 shares of the company’s stock after purchasing an additional 5,642 shares […] ....

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Andrews Lucia Wealth Management LLC Lowers Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Andrews Lucia Wealth Management LLC reduced its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 47,731 shares of the company’s stock after selling 1,520 shares during the quarter. […] ....

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Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) Shares Purchased by Andrews Lucia Wealth Management LLC

Andrews Lucia Wealth Management LLC increased its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 2.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 87,983 shares of the company’s stock after buying an additional 1,902 shares during the […] ....

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Sachetta LLC Acquires Shares of 1,139 Vanguard S&P 500 ETF (NYSEARCA:VOO)

Sachetta LLC acquired a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,139 shares of the company’s stock, valued at approximately $498,000. Several other institutional investors have also added […] ....

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