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Andrews, Lucia Wealth Management

Latest statistics and disclosures from Andrews, Lucia Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAT, DFUV, DFAX, DFIV, and represent 72.47% of Andrews, Lucia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUS, AVLV, SGOV, DFAI, AVUV, DFAR, DFCF, DFAE, DFEM, DFUS.
Started 4 new stock positions in SGOV, AVUV, AVUS, AVLV.
Reduced shares in these 10 stocks: DFAT, DFUV, DFAC, DFAX, IWB, DFIV, DFAS, DFAU, DISV, BIV.
Andrews, Lucia Wealth Management was a net buyer of stock by $1.0M.
Andrews, Lucia Wealth Management has $166M in assets under management (AUM), dropping by 7.84%.
Central Index Key (CIK): 0001906227

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Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	43.1	$72M		1.9M	38.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.5	$14M	-3%	244k	58.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.2	$14M	-2%	303k	44.69	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.8	$11M		357k	31.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.9	$9.8M		213k	46.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.8	$7.9M	+3%	217k	36.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.7	$6.2M		91k	68.46	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.4	$5.6M		122k	45.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.8	$4.6M		145k	31.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.1	$3.4M		47k	72.44	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.7	$2.7M		77k	35.69	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.1	$1.8M	+12%	77k	23.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$1.6M	-3%	4.5k	365.48	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.9	$1.6M		41k	37.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$980k		12k	78.91	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$892k		29k	30.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$864k		3.6k	241.96	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$851k	+7%	20k	42.76	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$824k		1.4k	595.88	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$810k	NEW	7.4k	108.71	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$676k		21k	31.63	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$662k	+2%	21k	32.07	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$570k		18k	31.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$501k		18k	27.30	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$469k		6.5k	71.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$411k	-2%	5.3k	78.08	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$364k	NEW	5.0k	72.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$333k		711.00	468.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$312k	NEW	3.1k	100.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$278k	NEW	2.8k	99.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$242k		1.2k	208.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$211k		3.2k	65.26	View chart

Past Filings by Andrews, Lucia Wealth Management

SEC 13F filings are viewable for Andrews, Lucia Wealth Management going back to 2021

Andrews, Lucia Wealth Management 2025 Q3 filed Oct. 8, 2025
Andrews, Lucia Wealth Management 2025 Q2 filed July 11, 2025
Andrews, Lucia Wealth Management 2025 Q1 filed April 21, 2025
Andrews, Lucia Wealth Management 2024 Q4 filed Jan. 15, 2025
Andrews, Lucia Wealth Management 2024 Q3 filed Oct. 11, 2024
Andrews, Lucia Wealth Management 2024 Q2 filed July 25, 2024
Andrews, Lucia Wealth Management 2024 Q1 filed May 14, 2024
Andrews, Lucia Wealth Management 2023 Q4 filed Feb. 9, 2024
Andrews, Lucia Wealth Management 2023 Q3 filed Nov. 2, 2023
Andrews, Lucia Wealth Management 2023 Q2 filed Aug. 4, 2023
Andrews, Lucia Wealth Management 2023 Q1 filed May 4, 2023
Andrews, Lucia Wealth Management 2022 Q4 filed Feb. 14, 2023
Andrews, Lucia Wealth Management 2022 Q3 filed Nov. 1, 2022
Andrews, Lucia Wealth Management 2022 Q2 filed July 28, 2022
Andrews, Lucia Wealth Management 2022 Q1 filed April 21, 2022
Andrews, Lucia Wealth Management 2021 Q4 filed Feb. 4, 2022

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