§ 13F · FUND PROFILE
ANDREWS, LUCIA WEALTH MANAGEMENT LLC.
AUM · $191M (13F)Positions · 39Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.65M | $73M | 38.3% | −3% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 270K | $15M | 7.8% | +4% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 206K | $14M | 7.5% | ±0% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 350K | $13M | 6.7% | +1% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 207K | $11M | 5.8% | −2% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 240K | $10M | 5.2% | +5% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 100K | $8M | 4.3% | ±0% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 118K | $6M | 3.2% | −2% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 143K | $6M | 3.0% | +2% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 68K | $6M | 2.9% | +9% |
§ 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 $191 million in assets. The fund runs a portfolio of 39 positions.
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