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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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Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Acquired by Kestra Advisory Services LLC

Kestra Advisory Services LLC lifted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 44.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 275,226 shares of the company’s stock after purchasing an additional 84,751 shares during the quarter. […] ....

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