The Analysis of ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holdings
Currently, ANDREWS, LUCIA WEALTH MANAGEMENT LLC holds 33 types of securities in its portfolio with a total value $168.2M. In the most recent quarter, they have increased their positions in AVUS (+4.6K shares, valued at $513.9K), DFAW (+2.7K shares, valued at $201.5K), DFCF (+3.1K shares, valued at $129.9K); decreased their positions in DFUV (-44.2K shares, valued at $2.1M), DFAT (-20.3K shares, valued at $1.2M), DFAC (-6.5K shares, valued at $255.4K); initiated new positions in DFAW (+2.7K shares, valued at $201.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.8M shares-0.35%2025-12-312026-01-26
DFAT DIMENSIONAL ETF TRUST223.3K shares-8.34%2025-12-312026-01-26 DFUV DIMENSIONAL ETF TRUST259.1K shares-14.57%2025-12-312026-01-26 DFAX DIMENSIONAL ETF TRUST357.3K shares0.04%2025-12-312026-01-26 DFIV DIMENSIONAL ETF TRUST209.2K shares-1.55%2025-12-312026-01-26 DFAI DIMENSIONAL ETF TRUST220.3K shares1.39%2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST89.8K shares-0.86%2025-12-312026-01-26 DFAU DIMENSIONAL ETF TRUST121.7K shares0.09%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST146.8K shares1.04%2025-12-312026-01-26 DFUS DIMENSIONAL ETF TRUST47.5K shares0.13%2025-12-312026-01-26 DISV DIMENSIONAL ETF TRUST75.8K shares-1.26%2025-12-312026-01-26 DFAR DIMENSIONAL ETF TRUST81.2K shares5.90%2025-12-312026-01-26 DUHP DIMENSIONAL ETF TRUST41.8K shares1.35%2025-12-312026-01-26 IWB ISHARES TR4.0K shares-11.82%2025-12-312026-01-26 AVUS AMERICAN CENTY ETF TR12.0K shares61.73%2025-12-312026-01-26 DFCF DIMENSIONAL ETF TRUST22.9K shares15.34%2025-12-312026-01-26 DIHP DIMENSIONAL ETF TRUST27.9K shares-4.77%2025-12-312026-01-26 IWM ISHARES TR3.6K shares0.00%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS10.7K shares-13.52%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares0.00%2025-12-312026-01-26 DFIS DIMENSIONAL ETF TRUST21.1K shares-1.45%2025-12-312026-01-26 DFEM DIMENSIONAL ETF TRUST19.7K shares-4.61%2025-12-312026-01-26 DFSV DIMENSIONAL ETF TRUST17.9K shares-0.14%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR18.5K shares1.00%2025-12-312026-01-26 DCOR DIMENSIONAL ETF TRUST6.3K shares-3.08%2025-12-312026-01-26 SGOV ISHARES TR4.1K shares31.29%2025-12-312026-01-26 AVLV AMERICAN CENTY ETF TR5.1K shares1.23%2025-12-312026-01-26 IWF ISHARES TR711 shares0.00%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS4.1K shares-22.40%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR3.0K shares6.26%2025-12-312026-01-26 VBR VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-26 IJH ISHARES TR3.2K shares0.00%2025-12-312026-01-26 DFAW DIMENSIONAL ETF TRUST2.7K sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available