ANDREWS, LUCIA WEALTH MANAGEMENT LLC - Portfolio overview

ANDREWS, LUCIA WEALTH MANAGEMENT LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 39.46%
2. DFAT - DIMENSIONAL ETF TRUST, 7.70%
3. DFUV - DIMENSIONAL ETF TRUST, 7.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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