ANDREWS, LUCIA WEALTH MANAGEMENT LLC — 13F holdings

ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported 39 holdings worth $191M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $73.2M (38.3%)
  2. DFUV DIMENSIONAL ETF TRUST — $14.8M (7.8%)
  3. DIMENSIONAL ETF TRUST — $14.4M (7.5%)
  4. DFAX DIMENSIONAL ETF TRUST — $12.9M (6.7%)
  5. DFIV DIMENSIONAL ETF TRUST — $11.2M (5.8%)
  6. DFAI DIMENSIONAL ETF TRUST — $9.91M (5.2%)
  7. DIMENSIONAL ETF TRUST — $8.27M (4.3%)
  8. DFAU DIMENSIONAL ETF TRUST — $6.09M (3.2%)
  9. DFAE DIMENSIONAL ETF TRUST — $5.75M (3.0%)
  10. DFUS DIMENSIONAL ETF TRUST — $5.56M (2.9%)