account_balance

Investment manager · 13F filer · SEC CIK 1906227

Andrews, Lucia Wealth Management LLC

Reported value$182Mas of Sep 30, 2026
Positions34 1 new, 6 sold out
Top 10 weight86.0%DFAC alone is 37%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 37.1% Trimmed −8%
DFUV Dimensional ETF Trust 8.1% Held
DFAT Dimensional ETF Trust 7.3% Trimmed −3%
DFAX Dimensional ETF Trust 7.1% Held
DFIV Dimensional ETF Trust 6.1% Trimmed −4%
DFAI Dimensional ETF Trust 5.8% Added +7%
DFAS Dimensional ETF Trust 4.4% Added +2%
AVUS American Centy ETF Tr 3.5% Added +19%
DFAU Dimensional ETF Trust 3.4% Held
DFUS Dimensional ETF Trust 3.2% Added +2%
DFAE Dimensional ETF Trust 3.1% Held
DISV Dimensional ETF Trust 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • AVEM $502K
arrow_upwardAdded
  • DFNM +195%
  • DFSD +149%
  • BIV +82%
  • DFIS +33%
arrow_downwardTrimmed
  • DFAC −8%
  • AVLV −5%
  • DFIV −4%
  • DFAT −3%
remove_circleSold out
  • DFAR $2.82M
  • DUHP $2.03M
  • DFSV $792K
  • SCHD $593K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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