AL

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

13F
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Last update 2025-04-22 27 Stocks (1 new)
Value $149.00 Mil Turnover 1 %
Countries:
Top Holdings: DFAC(44.23%)DFUV(10.21%)DFAT(9.82%)DFAX(6.07%)DFIV(5.08%)
Summary Stock Picks Current Portfolio
ANDREWS, LUCIA WEALTH MANAGEME... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
1,903,820
65,853.1
-0.17%
44.230
-0.07%
0.200
+1.89%
+0.71%
33,404.8
 
DFUV 		Dimensional US Marketwide Value ETF
371,556
15,204.1
+0.33%
10.210
+0.03%
0.140
-0.91%
+0.33%
11,151.9
 
DFAT 		Dimensional U.S. Targeted Value ETF
262,612
14,617.0
+1.27%
9.820
+0.12%
0.130
-0.57%
-5.55%
10,334.1
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
363,346
9,032.8
-3.90%
6.070
-0.27%
0.120
+8.69%
+16.73%
8,446.7
 
DFIV 		Dimensional International Value ETF
213,176
7,563.5
+2.12%
5.080
+0.11%
0.090
+7.57%
+20.58%
11,740.1
 
DFAS 		Dimensional U.S. Small Cap ETF
91,970
5,985.4
+2.15%
4.020
+0.08%
0.060
+0.67%
-4.22%
9,913.8
 
DFAI 		Dimensional International Core Equity Market ETF
199,759
5,833.0
+6.96%
3.920
+0.26%
0.070
+7.52%
+18.05%
10,237.3
 
DFAU 		Dimensional US Core Equity Market ETF
119,972
4,857.7
+0.01%
3.260
0%
0.060
+2.48%
+1.37%
8,048.7
 
DFAE 		Dimensional Emerging Core Equity Market ETF
145,488
3,691.1
+7.82%
2.480
+0.18%
0.070
+6.42%
+10.82%
5,818.6
 
DFUS 		Dimensional U.S. Equity Market ETF
47,212
3,009.8
+0.22%
2.020
0%
0.020
+2.77%
+1.80%
14,728.2
 

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2025-03-31Reduce
-0.27%
●
24.45 ($25.96) 27.21
$28.95
11.50%
Reduce -3.9%
363,346
-14,727
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Add
+0.26%
●
28.88 ($30.87) 32.4
$34.38
11.35%
Add 6.96%
199,759
13,001
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.22%
●
27.01 ($27.88) 28.54
$26.32
-5.60%
Add 202.83%
17,852
11,957
DFAE 		Dimensional Emerging Core Equity Market ETF2025-03-31Add
+0.18%
●
24.64 ($25.96) 26.86
$28.05
8.07%
Add 7.82%
145,488
10,548
VOO 		Vanguard S&P 500 ETF2025-03-31New Buy
+0.14%
●
507.05 ($540.58) 563.67
$548.07
1.39%
New holding
379
379
DFAT 		Dimensional U.S. Targeted Value ETF2025-03-31Add
+0.12%
●
50.44 ($55.03) 58.1
$52.41
-4.76%
Add 1.27%
262,612
3,285
DFIV 		Dimensional International Value ETF2025-03-31Add
+0.11%
●
35.33 ($38.16) 40.8
$42.64
11.74%
Add 2.12%
213,176
4,432
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.10%
●
40.79 ($41.67) 42.32
$41.77
0.23%
Add 30.09%
15,544
3,595
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Add
+0.08%
●
58.81 ($64.31) 68.2
$62.20
-3.28%
Add 2.15%
91,970
1,933
DFAR 		Dimensional US Real Estate ETF2025-03-31Add
+0.08%
●
22.35 ($23.59) 24.51
$23.64
0.21%
Add 8.72%
66,701
5,348

ANDREWS, LUCIA WEALTH MANAGEMENT LLC Total Holding History ($B)

To

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Asset Allocation

To

ANDREWS, LUCIA WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holdings Bubble Chart

ANDREWS, LUCIA WEALTH MANAGEMENT LLC News

  • 1

Discussions on ANDREWS, LUCIA WEALTH MANAGEMENT LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.