ANDREWS, LUCIA WEALTH MANAGEMENT LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$168.2M
Holdings
33
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,848,865 | $73.2M | 43.50% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 223,301 | $13.3M | 7.90% | |
| 3 | DFUVDIMENSIONAL ETF TRUST | 259,133 | $12.1M | 7.18% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 357,291 | $11.7M | 6.95% | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 209,201 | $10.4M | 6.20% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 220,293 | $8.4M | 4.99% | |
| 7 | DFASDIMENSIONAL ETF TRUST | 89,797 | $6.3M | 3.72% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 121,714 | $5.7M | 3.39% | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 146,772 | $4.8M | 2.84% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 47,493 | $3.5M | 2.09% | |
| 11 | DISVDIMENSIONAL ETF TRUST | 75,831 | $2.9M | 1.71% | |
| 12 | DFARDIMENSIONAL ETF TRUST | 81,193 | $1.9M | 1.10% | |
| 13 | DUHPDIMENSIONAL ETF TRUST | 41,817 | $1.6M | 0.95% | |
| 14 | IWBISHARES TR | 3,969 | $1.5M | 0.88% | |
| 15 | AVUSAMERICAN CENTY ETF TR | 12,044 | $1.3M | 0.80% | |
| 16 | DFCFDIMENSIONAL ETF TRUST | 22,947 | $976K | 0.58% | |
| 17 | DIHPDIMENSIONAL ETF TRUST | 27,940 | $884K | 0.53% | |
| 18 | IWMISHARES TR | 3,570 | $878K | 0.52% | |
| 19 | BSVVANGUARD BD INDEX FDS | 10,737 | $846K | 0.50% | |
| 20 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,382 | $833K | 0.50% | |
| 21 | DFISDIMENSIONAL ETF TRUST | 21,063 | $693K | 0.41% | |
| 22 | DFEMDIMENSIONAL ETF TRUST | 19,679 | $650K | 0.39% | |
| 23 | DFSVDIMENSIONAL ETF TRUST | 17,866 | $587K | 0.35% | |
| 24 | SCHDSCHWAB STRATEGIC TR | 18,548 | $508K | 0.30% | |
| 25 | DCORDIMENSIONAL ETF TRUST | 6,318 | $465K | 0.28% | |
| 26 | SGOVISHARES TR | 4,070 | $408K | 0.24% | |
| 27 | AVLVAMERICAN CENTY ETF TR | 5,105 | $386K | 0.23% | |
| 28 | IWFISHARES TR | 711 | $336K | 0.20% | |
| 29 | BIVVANGUARD BD INDEX FDS | 4,087 | $318K | 0.19% | |
| 30 | AVUVAMERICAN CENTY ETF TR | 2,970 | $302K | 0.18% | |
| 31 | VBRVANGUARD INDEX FDS | 1,160 | $245K | 0.15% | |
| 32 | IJHISHARES TR | 3,227 | $212K | 0.13% | |
| 33 | DFAWDIMENSIONAL ETF TRUST | 2,724 | $201K | 0.12% |