SEC Form 13F

ANDREWS, LUCIA WEALTH MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$191,137,210
Positions39

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$73,159,7891,649,228
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$14,836,597269,708
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$14,391,461205,886
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$12,882,463349,686
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$11,175,425206,876
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$9,914,837240,360
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$8,267,950100,412
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$6,088,790117,794
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$5,749,726142,993
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$5,558,75967,839

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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