The Analysis of ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holdings
Currently, ANDREWS, LUCIA WEALTH MANAGEMENT LLC holds 32 types of securities in its portfolio with a total value $166.0M. In the most recent quarter, they have increased their positions in AVUS (+7.4K shares, valued at $809.5K), AVLV (+5.0K shares, valued at $364.4K), SGOV (+3.1K shares, valued at $312.2K); decreased their positions in DFAT (-10.0K shares, valued at $584.2K), DFUV (-6.8K shares, valued at $303.8K), DFAC (-5.4K shares, valued at $208.0K); initiated new positions in AVUS (+7.4K shares, valued at $809.5K), AVLV (+5.0K shares, valued at $364.4K), SGOV (+3.1K shares, valued at $312.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.9M shares-0.29%2025-09-302025-10-08
DFAT DIMENSIONAL ETF TRUST243.6K shares-3.96%2025-09-302025-10-08 DFUV DIMENSIONAL ETF TRUST303.3K shares-2.19%2025-09-302025-10-08 DFAX DIMENSIONAL ETF TRUST357.1K shares-0.87%2025-09-302025-10-08 DFIV DIMENSIONAL ETF TRUST212.5K shares-0.44%2025-09-302025-10-08 DFAI DIMENSIONAL ETF TRUST217.3K shares3.87%2025-09-302025-10-08 DFAS DIMENSIONAL ETF TRUST90.6K shares-0.45%2025-09-302025-10-08 DFAU DIMENSIONAL ETF TRUST121.6K shares-0.44%2025-09-302025-10-08 DFAE DIMENSIONAL ETF TRUST145.3K shares0.90%2025-09-302025-10-08 DFUS DIMENSIONAL ETF TRUST47.4K shares0.16%2025-09-302025-10-08 DISV DIMENSIONAL ETF TRUST76.8K shares-0.68%2025-09-302025-10-08 DFAR DIMENSIONAL ETF TRUST76.7K shares12.97%2025-09-302025-10-08 IWB ISHARES TR4.5K shares-3.02%2025-09-302025-10-08 DUHP DIMENSIONAL ETF TRUST41.3K shares0.07%2025-09-302025-10-08 BSV VANGUARD BD INDEX FDS12.4K shares-0.35%2025-09-302025-10-08 DIHP DIMENSIONAL ETF TRUST29.3K shares0.25%2025-09-302025-10-08 IWM ISHARES TR3.6K shares0.00%2025-09-302025-10-08 DFCF DIMENSIONAL ETF TRUST19.9K shares7.96%2025-09-302025-10-08 MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares0.07%2025-09-302025-10-08 AVUS AMERICAN CENTY ETF TR7.4K sharesnew addition2025-09-302025-10-08 DFIS DIMENSIONAL ETF TRUST21.4K shares0.04%2025-09-302025-10-08 DFEM DIMENSIONAL ETF TRUST20.6K shares2.30%2025-09-302025-10-08 DFSV DIMENSIONAL ETF TRUST17.9K shares0.06%2025-09-302025-10-08 SCHD SCHWAB STRATEGIC TR18.4K shares0.96%2025-09-302025-10-08 DCOR DIMENSIONAL ETF TRUST6.5K shares-1.93%2025-09-302025-10-08 BIV VANGUARD BD INDEX FDS5.3K shares-2.39%2025-09-302025-10-08 AVLV AMERICAN CENTY ETF TR5.0K sharesnew addition2025-09-302025-10-08 IWF ISHARES TR711 shares0.00%2025-09-302025-10-08 SGOV ISHARES TR3.1K sharesnew addition2025-09-302025-10-08 AVUV AMERICAN CENTY ETF TR2.8K sharesnew addition2025-09-302025-10-08 VBR VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-08 IJH ISHARES TR3.2K shares0.00%2025-09-302025-10-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available