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The Analysis of ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, ANDREWS, LUCIA WEALTH MANAGEMENT LLC holds 35 types of securities in its portfolio with a total value $167.3M. In the most recent quarter, they have increased their positions in AVUS (+18.9K shares, valued at $2.1M), DFUS (+14.9K shares, valued at $1.1M), DFAS (+10.3K shares, valued at $734.0K); decreased their positions in DFAC (-149.9K shares, valued at $5.8M), DFAT (-17.1K shares, valued at $1.1M), DFAX (-10.9K shares, valued at $370.2K); initiated new positions in AVDE (+5.0K shares, valued at $424.5K), AVRE (+9.3K shares, valued at $410.5K).

1M P&L

+4.7M+2.62%

3M P&L

+5.6M+3.14%

HY P&L

+22.9M+14.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A167.3M

100.0%

Top Industries by Stock Count

1N/A35 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.7M shares-8.11%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST206.2K shares-7.65%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST260.4K shares0.50%2026-03-312026-04-15

DFAX DIMENSIONAL ETF TRUST346.4K shares-3.05%2026-03-312026-04-15

DFIV DIMENSIONAL ETF TRUST210.7K shares0.74%2026-03-312026-04-15

DFAI DIMENSIONAL ETF TRUST229.0K shares3.97%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST100.1K shares11.49%2026-03-312026-04-15

DFAU DIMENSIONAL ETF TRUST120.0K shares-1.41%2026-03-312026-04-15

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DFAE DIMENSIONAL ETF TRUST139.8K shares-4.72%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST62.4K shares31.33%2026-03-312026-04-15

AVUS AMERICAN CENTY ETF TR31.0K shares157.03%2026-03-312026-04-15

DISV DIMENSIONAL ETF TRUST70.0K shares-7.66%2026-03-312026-04-15

DFAR DIMENSIONAL ETF TRUST92.5K shares13.94%2026-03-312026-04-15

DUHP DIMENSIONAL ETF TRUST44.2K shares5.61%2026-03-312026-04-15

IWB ISHARES TR4.0K shares0.55%2026-03-312026-04-15

DFCF DIMENSIONAL ETF TRUST26.8K shares16.65%2026-03-312026-04-15

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IWM ISHARES TR3.6K shares0.70%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 401.4K shares0.07%2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS10.6K shares-0.97%2026-03-312026-04-15

DIHP DIMENSIONAL ETF TRUST25.6K shares-8.55%2026-03-312026-04-15

DFIS DIMENSIONAL ETF TRUST21.8K shares3.48%2026-03-312026-04-15

DFEM DIMENSIONAL ETF TRUST18.5K shares-5.75%2026-03-312026-04-15

DFSV DIMENSIONAL ETF TRUST17.6K shares-1.57%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR18.7K shares0.84%2026-03-312026-04-15

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AVLV AMERICAN CENTY ETF TR5.9K shares16.12%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR4.2K shares40.17%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR5.0K sharesnew addition2026-03-312026-04-15

AVRE AMERICAN CENTY ETF TR9.3K sharesnew addition2026-03-312026-04-15

DCOR DIMENSIONAL ETF TRUST5.6K shares-12.11%2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS4.0K shares-2.86%2026-03-312026-04-15

IWF ISHARES TR711 shares0.00%2026-03-312026-04-15

SGOV ISHARES TR2.8K shares-31.06%2026-03-312026-04-15

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VBR VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-15

IJH ISHARES TR3.2K shares0.00%2026-03-312026-04-15

DFAW DIMENSIONAL ETF TRUST2.9K shares6.90%2026-03-312026-04-15

DFAC

DIMENSIONAL ETF TRUST

-8.11%

Shares1.7M

Event2026-03-31

Filed2026-04-15

DFAT

DIMENSIONAL ETF TRUST

-7.65%

Shares206.2K

Event2026-03-31

Filed2026-04-15

DFUV

DIMENSIONAL ETF TRUST

0.50%

Shares260.4K

Event2026-03-31

Filed2026-04-15

DFAX

DIMENSIONAL ETF TRUST

-3.05%

Shares346.4K

Event2026-03-31

Filed2026-04-15

DFIV

DIMENSIONAL ETF TRUST

0.74%

Shares210.7K

Event2026-03-31

Filed2026-04-15

DFAI

DIMENSIONAL ETF TRUST

3.97%

Shares229.0K

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

11.49%

Shares100.1K

Event2026-03-31

Filed2026-04-15

DFAU

DIMENSIONAL ETF TRUST

-1.41%

Shares120.0K

Event2026-03-31

Filed2026-04-15

DFAE

DIMENSIONAL ETF TRUST

-4.72%

Shares139.8K

Event2026-03-31

Filed2026-04-15

DFUS

DIMENSIONAL ETF TRUST

31.33%

Shares62.4K

Event2026-03-31

Filed2026-04-15

AVUS

AMERICAN CENTY ETF TR

157.03%

Shares31.0K

Event2026-03-31

Filed2026-04-15

DISV

DIMENSIONAL ETF TRUST

-7.66%

Shares70.0K

Event2026-03-31

Filed2026-04-15

DFAR

DIMENSIONAL ETF TRUST

13.94%

Shares92.5K

Event2026-03-31

Filed2026-04-15

DUHP

DIMENSIONAL ETF TRUST

5.61%

Shares44.2K

Event2026-03-31

Filed2026-04-15

IWB

ISHARES TR

0.55%

Shares4.0K

Event2026-03-31

Filed2026-04-15

DFCF

DIMENSIONAL ETF TRUST

16.65%

Shares26.8K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

0.70%

Shares3.6K

Event2026-03-31

Filed2026-04-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

-0.97%

Shares10.6K

Event2026-03-31

Filed2026-04-15

DIHP

DIMENSIONAL ETF TRUST

-8.55%

Shares25.6K

Event2026-03-31

Filed2026-04-15

DFIS

DIMENSIONAL ETF TRUST

3.48%

Shares21.8K

Event2026-03-31

Filed2026-04-15

DFEM

DIMENSIONAL ETF TRUST

-5.75%

Shares18.5K

Event2026-03-31

Filed2026-04-15

DFSV

DIMENSIONAL ETF TRUST

-1.57%

Shares17.6K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

0.84%

Shares18.7K

Event2026-03-31

Filed2026-04-15

AVLV

AMERICAN CENTY ETF TR

16.12%

Shares5.9K

Event2026-03-31

Filed2026-04-15

AVUV

AMERICAN CENTY ETF TR

40.17%

Shares4.2K

Event2026-03-31

Filed2026-04-15

AVDE

AMERICAN CENTY ETF TR

New

Shares5.0K

Event2026-03-31

Filed2026-04-15

AVRE

AMERICAN CENTY ETF TR

New

Shares9.3K

Event2026-03-31

Filed2026-04-15

DCOR

DIMENSIONAL ETF TRUST

-12.11%

Shares5.6K

Event2026-03-31

Filed2026-04-15

BIV

VANGUARD BD INDEX FDS

-2.86%

Shares4.0K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

0.00%

Shares711

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

-31.06%

Shares2.8K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-15

DFAW

DIMENSIONAL ETF TRUST

6.90%

Shares2.9K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available