Data as of Q4 2025 (Dec 31, 2025)

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

•CIK: 1906227•Filing: Q4 2025

**ANDREWS, LUCIA WEALTH MANAGEMENT LLC** manages $168M across a concentrated portfolio of 33 positions. The fund exhibits a significant overweighting in the DFAC complex, with the top holding, DFAC, representing $73.2M of the total AUM. Further notable allocations include DFAT at $13.3M and DFUV at $12.1M, indicating a focused, sector-specific investment thesis. This structure suggests a deep conviction in the underlying assets represented by the 'DFA' ticker group.

Total AUM
$168.2M
QoQ Performance
+1.4%
Positions
7
Top 10 Concentration
88.8%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFAT
DFUV
DFAX
DFIV
DFAC43.5%
DFAT7.9%
DFUV7.2%
DFAX7.0%
DFIV6.2%
DFAI5.0%
DFAS3.7%
DFAU3.4%

📈 Biggest Buys

AVUS
AMERICAN CENTY ETF TR
+61.7%
0.8% of portfolio
DFAW
DIMENSIONAL ETF TRUST
NEW
0.1% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+15.3%
0.6% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+1.4%
5.0% of portfolio
DFAR
DIMENSIONAL ETF TRUST
+5.9%
1.1% of portfolio

📉 Biggest Sells

DFUV
DIMENSIONAL ETF TRUST
-14.6%
7.2% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-8.3%
7.9% of portfolio
DFAC
DIMENSIONAL ETF TRUST
-0.3%
43.5% of portfolio
IWB
ISHARES TR
-11.8%
0.9% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-1.5%
6.2% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2025

NEW1 new position
↑13 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFAC43.5%
DIMENSIONAL ETF TRUST
$73.2M
DFAT7.9%
DIMENSIONAL ETF TRUST
$13.3M
DFUV7.2%
DIMENSIONAL ETF TRUST
$12.1M
DFAX7.0%
DIMENSIONAL ETF TRUST
$11.7M
DFIV6.2%
DIMENSIONAL ETF TRUST
$10.4M

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