§ 13F · FUND PROFILE
ANDREWS, LUCIA WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153.9T (13F)Positions · 28Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$201.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.85M | $73.2T | 43.5% | ±0% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 223K | $13.3T | 7.9% | −8% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 259K | $12.1T | 7.2% | −15% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 357K | $11.7T | 7.0% | ±0% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 209K | $10.4T | 6.2% | −2% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 220K | $8.4T | 5.0% | +1% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 90K | $6.3T | 3.7% | −1% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 122K | $5.7T | 3.4% | ±0% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 147K | $4.8T | 2.8% | +1% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 47K | $3.5T | 2.1% | ±0% |
§ 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 $153941.5 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed