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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 $153,941,486 across 28 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-11. Its ten largest share positions make up 90.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001725547-25-003406

Period
2025-06-30
Reported value
$154M
Holdings
28
Top 10 weight
90.13%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSVnew+17,881$526K
DCORnew+6,647$444K
DFAIadded+9,404$325K
DISVadded+6,297$207K
DFISadded+4,722$141K

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
DFUVreduced-61,430-$2.6M
DFACreduced-43,110-$1.55M
DFATreduced-8,960-$483K
IWBreduced-1,055-$358K
VOOexited-379-$204K

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, Q2 2025

Share positions as resolved from 13F-HR 0001725547-25-003406, largest first. % of portfolio is the value over $153,941,486, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920,145 shares; 2024Q4: 1,906,971 shares; 2025Q1: 1,903,820 shares; 2025Q2: 1,860,710 shares 1,860,710$66.7M43.32%-43,110Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,769 shares; 2024Q4: 259,327 shares; 2025Q1: 262,612 shares; 2025Q2: 253,652 shares 253,652$13.7M8.89%-8,960Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,474 shares; 2024Q4: 370,341 shares; 2025Q1: 371,556 shares; 2025Q2: 310,126 shares 310,126$13.1M8.52%-61,430Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,080 shares; 2024Q4: 378,073 shares; 2025Q1: 363,346 shares; 2025Q2: 360,272 shares 360,272$10.6M6.87%-3,074Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,921 shares; 2024Q4: 208,744 shares; 2025Q1: 213,176 shares; 2025Q2: 213,438 shares 213,438$9.14M5.94%+262Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,119 shares; 2024Q4: 186,758 shares; 2025Q1: 199,759 shares; 2025Q2: 209,163 shares 209,163$7.23M4.7%+9,404Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,743 shares; 2024Q4: 90,037 shares; 2025Q1: 91,970 shares; 2025Q2: 90,987 shares 90,987$5.8M3.77%-983Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,657 shares; 2024Q4: 119,956 shares; 2025Q1: 119,972 shares; 2025Q2: 122,144 shares 122,144$5.17M3.36%+2,172Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,644 shares; 2024Q4: 134,940 shares; 2025Q1: 145,488 shares; 2025Q2: 143,967 shares 143,967$4.17M2.71%-1,521Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,054 shares; 2024Q4: 47,108 shares; 2025Q1: 47,212 shares; 2025Q2: 47,356 shares 47,356$3.17M2.06%+144Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,618 shares; 2024Q4: 68,477 shares; 2025Q1: 71,030 shares; 2025Q2: 77,327 shares 77,327$2.54M1.65%+6,297Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,884 shares; 2024Q4: 61,353 shares; 2025Q1: 66,701 shares; 2025Q2: 67,867 shares 67,867$1.59M1.03%+1,166Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,696 shares; 2025Q1: 5,696 shares; 2025Q2: 4,641 shares 4,641$1.58M1.02%-1,055Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,490 shares; 2024Q4: 41,125 shares; 2025Q1: 40,143 shares; 2025Q2: 41,229 shares 41,229$1.47M0.95%+1,086Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,051 shares; 2025Q1: 12,779 shares; 2025Q2: 12,458 shares 12,458$980K0.64%-321Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,987 shares; 2024Q4: 28,003 shares; 2025Q1: 28,478 shares; 2025Q2: 29,268 shares 29,268$863K0.56%+790Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,381 shares 1,381$782K0.51%-89Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 11,949 shares; 2025Q1: 15,544 shares; 2025Q2: 18,428 shares 18,428$779K0.51%+2,884Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares 3,570$770K0.5%0Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,276 shares; 2024Q4: 15,277 shares; 2025Q1: 16,642 shares; 2025Q2: 21,364 shares 21,364$638K0.41%+4,722Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 15,432 shares; 2025Q1: 15,491 shares; 2025Q2: 20,166 shares 20,166$599K0.39%+4,675Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,881 shares 17,881$526K0.34%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,895 shares; 2025Q1: 17,852 shares; 2025Q2: 18,189 shares 18,189$482K0.31%+337Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,647 shares 6,647$444K0.29%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,351 shares; 2025Q1: 5,372 shares; 2025Q2: 5,396 shares 5,396$417K0.27%+24Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares 711$302K0.2%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares 1,160$226K0.15%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares 3,227$200K0.13%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VOOVANGUARD INDEX FDS379$204Kshares

How Q2 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 0001725547-25-003406 base2025-07-11acceptance time not in the bulk data set