ANDREWS, LUCIA WEALTH MANAGEMENT LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$166.0B
Holdings
32
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,855,317 | $71.6B | 43.11% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 243,616 | $14.2B | 8.54% | |
| 3 | DFUVDIMENSIONAL ETF TRUST | 303,328 | $13.6B | 8.17% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 357,145 | $11.2B | 6.75% | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 212,490 | $9.8B | 5.90% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 217,267 | $7.9B | 4.76% | |
| 7 | DFASDIMENSIONAL ETF TRUST | 90,575 | $6.2B | 3.74% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 121,603 | $5.6B | 3.35% | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 145,261 | $4.6B | 2.76% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 47,430 | $3.4B | 2.07% | |
| 11 | DISVDIMENSIONAL ETF TRUST | 76,801 | $2.7B | 1.65% | |
| 12 | DFARDIMENSIONAL ETF TRUST | 76,666 | $1.8B | 1.10% | |
| 13 | IWBISHARES TR | 4,501 | $1.6B | 0.99% | |
| 14 | DUHPDIMENSIONAL ETF TRUST | 41,259 | $1.6B | 0.94% | |
| 15 | BSVVANGUARD BD INDEX FDS | 12,415 | $979.7M | 0.59% | |
| 16 | DIHPDIMENSIONAL ETF TRUST | 29,340 | $891.8M | 0.54% | |
| 17 | IWMISHARES TR | 3,570 | $863.8M | 0.52% | |
| 18 | DFCFDIMENSIONAL ETF TRUST | 19,895 | $850.7M | 0.51% | |
| 19 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,382 | $823.5M | 0.50% | |
| 20 | AVUSAMERICAN CENTY ETF TR | 7,447 | $809.5M | 0.49% | |
| 21 | DFISDIMENSIONAL ETF TRUST | 21,373 | $676.0M | 0.41% | |
| 22 | DFEMDIMENSIONAL ETF TRUST | 20,629 | $661.6M | 0.40% | |
| 23 | DFSVDIMENSIONAL ETF TRUST | 17,891 | $569.7M | 0.34% | |
| 24 | SCHDSCHWAB STRATEGIC TR | 18,364 | $501.3M | 0.30% | |
| 25 | DCORDIMENSIONAL ETF TRUST | 6,519 | $469.0M | 0.28% | |
| 26 | BIVVANGUARD BD INDEX FDS | 5,267 | $411.2M | 0.25% | |
| 27 | AVLVAMERICAN CENTY ETF TR | 5,043 | $364.4M | 0.22% | |
| 28 | IWFISHARES TR | 711 | $333.2M | 0.20% | |
| 29 | SGOVISHARES TR | 3,100 | $312.2M | 0.19% | |
| 30 | AVUVAMERICAN CENTY ETF TR | 2,795 | $278.2M | 0.17% | |
| 31 | VBRVANGUARD INDEX FDS | 1,160 | $242.1M | 0.15% | |
| 32 | IJHISHARES TR | 3,227 | $210.6M | 0.13% |