ANDREWS, LUCIA WEALTH MANAGEMENT LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001906227 · DANVILLE, CA

As of Sep 30, 2025, ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported 32 positions worth 66.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	1,855,317	$71.6M	43.11%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	243,616	4.2M	8.54%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	303,328	3.6M	8.17%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	357,145	1.2M	6.75%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	212,490	$9.8M	5.90%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	217,267	$7.9M	4.76%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	90,575	$6.2M	3.74%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	121,603	$5.6M	3.35%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	DFAE	—	145,261	$4.6M	2.76%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	47,430	$3.4M	2.07%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	DISV	—	76,801	$2.7M	1.65%
DIMENSIONAL US REAL ESTATE ETF	DFAR	—	76,666	.8M	1.10%
ISHARES RUSSELL 1000 ETF	IWB	—	4,501	.6M	0.99%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	41,259	.6M	0.94%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	12,415	$979.7K	0.59%
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF	DIHP	—	29,340	$891.8K	0.54%
ISHARES RUSSELL 2000 ETF	IWM	—	3,570	$863.8K	0.52%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	19,895	$850.7K	0.51%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	1,382	$823.5K	0.50%
AVANTIS US EQUITY ETF	AVUS	—	7,447	$809.5K	0.49%
DIMENSIONAL INTERNATIONAL SMALL CAP ETF	DFIS	—	21,373	$676.0K	0.41%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	20,629	$661.6K	0.40%
DIMENSIONAL US SMALL CAP VALUE ETF	DFSV	—	17,891	$569.7K	0.34%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	18,364	$501.3K	0.30%
DIMENSIONAL US CORE EQUITY 1 ETF	DCOR	—	6,519	$469.0K	0.28%