Andrews, Lucia Wealth Management LLC Top Holdings and 13F Report (2025) About Andrews, Lucia Wealth Management LLCInvestment ActivityAndrews, Lucia Wealth Management LLC has $148.88 million in total holdings as of March 31, 2025.Andrews, Lucia Wealth Management LLC owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.40% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Andrews, Lucia Wealth Management LLC has purchased 26 new stocks and bought additional shares in 16 stocks.Andrews, Lucia Wealth Management LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $65,853,149Dimensional US Marketwide Value ETF $15,204,070Dimensional U.S. Targeted Value ETF $14,617,001Dimensional World ex U.S. Core Equity 2 ETF $9,032,801Dimensional International Value ETF $7,563,472 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $204,346 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 13,001 shares (about $379.63K)Schwab US Dividend Equity ETF 11,957 shares (about $326.66K)Dimensional Emerging Core Equity Market ETF 10,548 shares (about $267.60K)Vanguard S&P 500 ETF 379 shares (about $204.35K)Dimensional U.S. Targeted Value ETF 3,285 shares (about $182.84K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 14,727 shares (about $366.11K)Dimensional U.S. Core Equity 2 ETF 3,151 shares (about $108.99K)Dimensional US High Profitability ETF 982 shares (about $33.18K)Vanguard Short-Term Bond ETF 272 shares (about $21.02K) 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$65,853,149$108,993 ▼-0.2%1,903,82044.2%ETFDFUVDimensional US Marketwide Value ETF$15,204,070$49,718 ▲0.3%371,55610.2%ETFDFATDimensional U.S. Targeted Value ETF$14,617,001$182,843 ▲1.3%262,6129.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,032,801$366,114 ▼-3.9%363,3466.1%ETFDFIVDimensional International Value ETF$7,563,472$157,247 ▲2.1%213,1765.1%ETFDFASDimensional U.S. Small Cap ETF$5,985,418$125,800 ▲2.1%91,9704.0%ETFDFAIDimensional International Core Equity Market ETF$5,832,975$379,630 ▲7.0%199,7593.9%ETFDFAUDimensional US Core Equity Market ETF$4,857,688$648 ▲0.0%119,9723.3%ETFDFAEDimensional Emerging Core Equity Market ETF$3,691,049$267,604 ▲7.8%145,4882.5%ETFDFUSDimensional U.S. Equity ETF$3,009,778$6,630 ▲0.2%47,2122.0%ETFDISVDimensional International Small Cap Value ETF$1,887,255$67,833 ▲3.7%71,0301.3%ETFIWBiShares Russell 1000 ETF$1,835,0230.0%5,6961.2%ETFDFARDimensional US Real Estate ETF$1,552,132$124,448 ▲8.7%66,7011.0%ETFDUHPDimensional US High Profitability ETF$1,356,448$33,182 ▼-2.4%40,1430.9%ETFBSVVanguard Short-Term Bond ETF$987,445$21,018 ▼-2.1%12,7790.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$837,3950.0%1,4700.6%ETFIWMiShares Russell 2000 ETF$788,8270.0%3,5700.5%FinanceDIHPDimensional International High Profitability ETF$718,500$11,984 ▲1.7%28,4780.5%ETFDFCFDimensional Core Fixed Income ETF$641,499$148,365 ▲30.1%15,5440.4%ETFSCHDSchwab US Dividend Equity ETF$487,716$326,665 ▲202.8%17,8520.3%ETFDFISDimensional International Small Cap ETF$408,662$33,519 ▲8.9%16,6420.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$405,715$1,545 ▲0.4%15,4910.3%ETFBIVVanguard Intermediate-Term Bond ETF$401,452$1,569 ▲0.4%5,3720.3%ETFIWFiShares Russell 1000 Growth ETF$285,6880.0%7110.2%ETFVBRVanguard Small-Cap Value ETF$229,9090.0%1,1600.2%ETFVOOVanguard S&P 500 ETF$204,346$204,346 ▲New Holding3790.1%ETFIJHiShares Core S&P Mid-Cap ETF$201,0830.0%3,2270.1%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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