Andrews, Lucia Wealth Management LLC Top Holdings and 13F Report (2025) About Andrews, Lucia Wealth Management LLCInvestment ActivityAndrews, Lucia Wealth Management LLC has $153.94 million in total holdings as of June 30, 2025.Andrews, Lucia Wealth Management LLC owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.38% of the portfolio was purchased this quarter.About 3.55% of the portfolio was sold this quarter.This quarter, Andrews, Lucia Wealth Management LLC has purchased 27 new stocks and bought additional shares in 13 stocks.Andrews, Lucia Wealth Management LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $66,687,845Dimensional U.S. Targeted Value ETF $13,687,031Dimensional US Marketwide Value ETF $13,112,122Dimensional World ex U.S. Core Equity 2 ETF $10,581,187Dimensional International Value ETF $9,141,546 Largest New Holdings this Quarter 25434V815 - Dimensional US Small Cap Value ETF $526,237 Holding25434V625 - DIMENSIONAL ETF TRUST $444,335 Holding Largest Purchases this Quarter Dimensional US Small Cap Value ETF 17,881 shares (about $526.24K)DIMENSIONAL ETF TRUST 6,647 shares (about $444.34K)Dimensional International Core Equity Market ETF 9,404 shares (about $325.10K)Dimensional International Small Cap Value ETF 6,297 shares (about $207.23K)Dimensional International Small Cap ETF 4,722 shares (about $140.90K) Largest Sales this Quarter Dimensional US Marketwide Value ETF 61,430 shares (about $2.60M)Dimensional U.S. Core Equity 2 ETF 43,110 shares (about $1.55M)Dimensional U.S. Targeted Value ETF 8,960 shares (about $483.48K)iShares Russell 1000 ETF 1,055 shares (about $358.25K)Dimensional World ex U.S. Core Equity 2 ETF 3,074 shares (about $90.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAndrews, Lucia Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$66,687,845$1,545,062 ▼-2.3%1,860,71043.3%ETFDFATDimensional U.S. Targeted Value ETF$13,687,031$483,481 ▼-3.4%253,6528.9%ETFDFUVDimensional US Marketwide Value ETF$13,112,122$2,597,259 ▼-16.5%310,1268.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$10,581,187$90,283 ▼-0.8%360,2726.9%ETFDFIVDimensional International Value ETF$9,141,546$11,221 ▲0.1%213,4385.9%ETFDFAIDimensional International Core Equity Market ETF$7,230,787$325,097 ▲4.7%209,1634.7%ETFDFASDimensional U.S. Small Cap ETF$5,796,782$62,627 ▼-1.1%90,9873.8%ETFDFAUDimensional US Core Equity Market ETF$5,174,007$92,006 ▲1.8%122,1443.4%ETFDFAEDimensional Emerging Core Equity Market ETF$4,167,848$44,033 ▼-1.0%143,9672.7%ETFDFUSDimensional U.S. Equity ETF$3,173,835$9,651 ▲0.3%47,3562.1%ETFDISVDimensional International Small Cap Value ETF$2,544,820$207,233 ▲8.9%77,3271.7%ETFDFARDimensional US Real Estate ETF$1,592,180$27,355 ▲1.7%67,8671.0%ETFIWBiShares Russell 1000 ETF$1,575,944$358,246 ▼-18.5%4,6411.0%ETFDUHPDimensional US High Profitability ETF$1,466,135$38,619 ▲2.7%41,2291.0%ETFBSVVanguard Short-Term Bond ETF$980,441$25,263 ▼-2.5%12,4580.6%ETFDIHPDimensional International High Profitability ETF$863,099$23,297 ▲2.8%29,2680.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$782,400$50,423 ▼-6.1%1,3810.5%ETFDFCFDimensional Core Fixed Income ETF$778,749$121,875 ▲18.6%18,4280.5%ETFIWMiShares Russell 2000 ETF$770,3700.0%3,5700.5%FinanceDFISDimensional International Small Cap ETF$637,504$140,905 ▲28.4%21,3640.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$598,522$138,753 ▲30.2%20,1660.4%ETFDFSVDimensional US Small Cap Value ETF$526,237$526,237 ▲New Holding17,8810.3%ETFSCHDSchwab US Dividend Equity ETF$482,009$8,931 ▲1.9%18,1890.3%ETFDIMENSIONAL ETF TRUST$444,335$444,335 ▲New Holding6,6470.3%US CORE EQUITY 1BIVVanguard Intermediate-Term Bond ETF$417,322$1,856 ▲0.4%5,3960.3%ETFIWFiShares Russell 1000 Growth ETF$302,0500.0%7110.2%ETFVBRVanguard Small-Cap Value ETF$226,2320.0%1,1600.1%ETFIJHiShares Core S&P Mid-Cap ETF$200,1470.0%3,2270.1%ETFVOOVanguard S&P 500 ETF$0$204,346 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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