ANDREWS, LUCIA WEALTH MANAGEMENT LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$153.9B
Holdings
28
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,860,710 | $66.7B | 43.32% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 253,652 | $13.7B | 8.89% | |
| 3 | DFUVDIMENSIONAL ETF TRUST | 310,126 | $13.1B | 8.52% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 360,272 | $10.6B | 6.87% | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 213,438 | $9.1B | 5.94% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 209,163 | $7.2B | 4.70% | |
| 7 | DFASDIMENSIONAL ETF TRUST | 90,987 | $5.8B | 3.77% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 122,144 | $5.2B | 3.36% | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 143,967 | $4.2B | 2.71% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 47,356 | $3.2B | 2.06% | |
| 11 | DISVDIMENSIONAL ETF TRUST | 77,327 | $2.5B | 1.65% | |
| 12 | DFARDIMENSIONAL ETF TRUST | 67,867 | $1.6B | 1.03% | |
| 13 | IWBISHARES TR | 4,641 | $1.6B | 1.02% | |
| 14 | DUHPDIMENSIONAL ETF TRUST | 41,229 | $1.5B | 0.95% | |
| 15 | BSVVANGUARD BD INDEX FDS | 12,458 | $980.4M | 0.64% | |
| 16 | DIHPDIMENSIONAL ETF TRUST | 29,268 | $863.1M | 0.56% | |
| 17 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,381 | $782.4M | 0.51% | |
| 18 | DFCFDIMENSIONAL ETF TRUST | 18,428 | $778.7M | 0.51% | |
| 19 | IWMISHARES TR | 3,570 | $770.4M | 0.50% | |
| 20 | DFISDIMENSIONAL ETF TRUST | 21,364 | $637.5M | 0.41% | |
| 21 | DFEMDIMENSIONAL ETF TRUST | 20,166 | $598.5M | 0.39% | |
| 22 | DFSVDIMENSIONAL ETF TRUST | 17,881 | $526.2M | 0.34% | |
| 23 | SCHDSCHWAB STRATEGIC TR | 18,189 | $482.0M | 0.31% | |
| 24 | DCORDIMENSIONAL ETF TRUST | 6,647 | $444.3M | 0.29% | |
| 25 | BIVVANGUARD BD INDEX FDS | 5,396 | $417.3M | 0.27% | |
| 26 | IWFISHARES TR | 711 | $302.1M | 0.20% | |
| 27 | VBRVANGUARD INDEX FDS | 1,160 | $226.2M | 0.15% | |
| 28 | IJHISHARES TR | 3,227 | $200.1M | 0.13% |