§ 13F · FUND PROFILE
ANDREWS, LUCIA WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $166M (13F)Positions · 32Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$835K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.70M | $66M | 39.5% | −8% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 206K | $13M | 7.7% | −8% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 260K | $13M | 7.5% | ±0% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 346K | $12M | 7.0% | −3% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 211K | $11M | 6.6% | +1% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 229K | $9M | 5.3% | +4% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 100K | $7M | 4.3% | +11% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 120K | $5M | 3.2% | −1% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 140K | $5M | 2.8% | −5% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 62K | $4M | 2.6% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANDREWS, SIGNAL
AC read
ANDREWS, LUCIA WEALTH MANAGEMENT LLC is a Other fund managing $166 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed