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ANDREWS, LUCIA WEALTH MANAGEMENT LLC

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13F filer, CIK 1906227, DANVILLE, CA

ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported $148,876,496 across 27 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-21. Its ten largest share positions make up 91.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001725547-25-001422

Period
2025-03-31
Reported value
$149M
Holdings
27
Top 10 weight
91.11%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAIadded+13,001$380K
SCHDadded+11,957$327K
DFAEadded+10,548$268K
VOOnew+379$204K
DFATadded+3,285$183K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFAXreduced-14,727-$366K
DFACreduced-3,151-$109K
DUHPreduced-982-$33.2K
BSVreduced-272-$21K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001725547-25-001422, largest first. % of portfolio is the value over $148,876,496, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920,145 shares; 2024Q4: 1,906,971 shares; 2025Q1: 1,903,820 shares 1,903,820$65.9M44.23%-3,151Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,474 shares; 2024Q4: 370,341 shares; 2025Q1: 371,556 shares 371,556$15.2M10.21%+1,215Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,769 shares; 2024Q4: 259,327 shares; 2025Q1: 262,612 shares 262,612$14.6M9.82%+3,285Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,080 shares; 2024Q4: 378,073 shares; 2025Q1: 363,346 shares 363,346$9.03M6.07%-14,727Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,921 shares; 2024Q4: 208,744 shares; 2025Q1: 213,176 shares 213,176$7.56M5.08%+4,432Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,743 shares; 2024Q4: 90,037 shares; 2025Q1: 91,970 shares 91,970$5.99M4.02%+1,933Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,119 shares; 2024Q4: 186,758 shares; 2025Q1: 199,759 shares 199,759$5.83M3.92%+13,001Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,657 shares; 2024Q4: 119,956 shares; 2025Q1: 119,972 shares 119,972$4.86M3.26%+16Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,644 shares; 2024Q4: 134,940 shares; 2025Q1: 145,488 shares 145,488$3.69M2.48%+10,548Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,054 shares; 2024Q4: 47,108 shares; 2025Q1: 47,212 shares 47,212$3.01M2.02%+104Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,618 shares; 2024Q4: 68,477 shares; 2025Q1: 71,030 shares 71,030$1.89M1.27%+2,553Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,696 shares; 2025Q1: 5,696 shares 5,696$1.84M1.23%0Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,884 shares; 2024Q4: 61,353 shares; 2025Q1: 66,701 shares 66,701$1.55M1.04%+5,348Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,490 shares; 2024Q4: 41,125 shares; 2025Q1: 40,143 shares 40,143$1.36M0.91%-982Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,051 shares; 2025Q1: 12,779 shares 12,779$987K0.66%-272Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares 1,470$837K0.56%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,570 shares 3,570$789K0.53%0Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,987 shares; 2024Q4: 28,003 shares; 2025Q1: 28,478 shares 28,478$718K0.48%+475Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 11,949 shares; 2025Q1: 15,544 shares 15,544$641K0.43%+3,595Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,895 shares; 2025Q1: 17,852 shares 17,852$488K0.33%+11,957Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,276 shares; 2024Q4: 15,277 shares; 2025Q1: 16,642 shares 16,642$409K0.27%+1,365Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 15,432 shares; 2025Q1: 15,491 shares 15,491$406K0.27%+59Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,351 shares; 2025Q1: 5,372 shares 5,372$401K0.27%+21Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares 711$286K0.19%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares 1,160$230K0.15%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 379 shares 379$204K0.14%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares 3,227$201K0.14%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001725547-25-001422 base2025-04-21acceptance time not in the bulk data set