Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC (CIK 1906227) reported $167.3M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($66.0M, 39.46%), DFAT ($12.9M, 7.70%), DFUV ($12.6M, 7.54%), DFAX ($11.8M, 7.03%), DFIV ($11.1M, 6.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $66.0M | 39.46% | 1.7M | Trimmed |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $12.9M | 7.70% | 206,222 | Trimmed |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $12.6M | 7.54% | 260,431 | Added |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $11.8M | 7.03% | 346,394 | Trimmed |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $11.1M | 6.65% | 210,747 | Added |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $8.9M | 5.33% | 229,029 | Added |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $7.1M | 4.26% | 100,116 | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $5.4M | 3.24% | 119,992 | Trimmed |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $4.7M | 2.83% | 139,850 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $4.4M | 2.64% | 62,374 | Added |
| 11 | AVUS | AMERICAN CENTY ETF TR | $3.4M | 2.06% | 30,957 | Added |
| 12 | DISV | DIMENSIONAL ETF TRUST | $2.8M | 1.65% | 70,021 | Trimmed |
| 13 | DFAR | DIMENSIONAL ETF TRUST | $2.2M | 1.31% | 92,510 | Added |
| 14 | DUHP | DIMENSIONAL ETF TRUST | $1.6M | 0.97% | 44,164 | Added |
| 15 | IWB | ISHARES TR | $1.4M | 0.85% | 3,991 | Added |
| 16 | DFCF | DIMENSIONAL ETF TRUST | $1.1M | 0.68% | 26,767 | Added |
| 17 | IWM | ISHARES TR | $891,560 | 0.53% | 3,595 | Added |
| 18 | MDY | STATE STR SPDR S&P MIDCAP 40 | $852,768 | 0.51% | 1,383 | Added |
| 19 | BSV | VANGUARD BD INDEX FDS | $833,719 | 0.50% | 10,633 | Trimmed |
| 20 | DIHP | DIMENSIONAL ETF TRUST | $823,231 | 0.49% | 25,550 | Trimmed |
| 21 | DFIS | DIMENSIONAL ETF TRUST | $733,921 | 0.44% | 21,797 | Added |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $640,795 | 0.38% | 18,547 | Trimmed |
| 23 | DFSV | DIMENSIONAL ETF TRUST | $616,225 | 0.37% | 17,586 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $573,831 | 0.34% | 18,704 | Added |
| 25 | AVLV | AMERICAN CENTY ETF TR | $477,891 | 0.29% | 5,928 | Added |
Source: SEC Form 13F filings · as of 2026-03-31