Skip to content
Disclosery

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Follow

13F filer, CIK 1906227, DANVILLE, CA

ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported $166,003,648 across 32 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 89.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001725547-25-004094

Period
2025-09-30
Reported value
$166M
Holdings
32
Top 10 weight
89.14%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUSnew+7,447$810K
AVLVnew+5,043$364K
SGOVnew+3,100$312K
DFAIadded+8,104$295K
AVUVnew+2,795$278K

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
DFATreduced-10,036-$584K
DFUVreduced-6,798-$304K
DFACreduced-5,393-$208K
DFAXreduced-3,127-$98.1K
IWBreduced-140-$51.2K

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, Q3 2025

Share positions as resolved from 13F-HR 0001725547-25-004094, largest first. % of portfolio is the value over $166,003,648, 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; 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; 2025Q3: 1,855,317 shares 1,855,317$71.6M43.11%-5,393Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,769 shares; 2024Q4: 259,327 shares; 2025Q1: 262,612 shares; 2025Q2: 253,652 shares; 2025Q3: 243,616 shares 243,616$14.2M8.54%-10,036Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,474 shares; 2024Q4: 370,341 shares; 2025Q1: 371,556 shares; 2025Q2: 310,126 shares; 2025Q3: 303,328 shares 303,328$13.6M8.17%-6,798Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,080 shares; 2024Q4: 378,073 shares; 2025Q1: 363,346 shares; 2025Q2: 360,272 shares; 2025Q3: 357,145 shares 357,145$11.2M6.75%-3,127Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,921 shares; 2024Q4: 208,744 shares; 2025Q1: 213,176 shares; 2025Q2: 213,438 shares; 2025Q3: 212,490 shares 212,490$9.8M5.9%-948Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,119 shares; 2024Q4: 186,758 shares; 2025Q1: 199,759 shares; 2025Q2: 209,163 shares; 2025Q3: 217,267 shares 217,267$7.9M4.76%+8,104Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,743 shares; 2024Q4: 90,037 shares; 2025Q1: 91,970 shares; 2025Q2: 90,987 shares; 2025Q3: 90,575 shares 90,575$6.2M3.74%-412Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,657 shares; 2024Q4: 119,956 shares; 2025Q1: 119,972 shares; 2025Q2: 122,144 shares; 2025Q3: 121,603 shares 121,603$5.56M3.35%-541Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,644 shares; 2024Q4: 134,940 shares; 2025Q1: 145,488 shares; 2025Q2: 143,967 shares; 2025Q3: 145,261 shares 145,261$4.58M2.76%+1,294Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,054 shares; 2024Q4: 47,108 shares; 2025Q1: 47,212 shares; 2025Q2: 47,356 shares; 2025Q3: 47,430 shares 47,430$3.44M2.07%+74Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,618 shares; 2024Q4: 68,477 shares; 2025Q1: 71,030 shares; 2025Q2: 77,327 shares; 2025Q3: 76,801 shares 76,801$2.74M1.65%-526Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,884 shares; 2024Q4: 61,353 shares; 2025Q1: 66,701 shares; 2025Q2: 67,867 shares; 2025Q3: 76,666 shares 76,666$1.83M1.1%+8,799Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,696 shares; 2025Q1: 5,696 shares; 2025Q2: 4,641 shares; 2025Q3: 4,501 shares 4,501$1.65M0.99%-140Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,490 shares; 2024Q4: 41,125 shares; 2025Q1: 40,143 shares; 2025Q2: 41,229 shares; 2025Q3: 41,259 shares 41,259$1.56M0.94%+30Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,051 shares; 2025Q1: 12,779 shares; 2025Q2: 12,458 shares; 2025Q3: 12,415 shares 12,415$980K0.59%-43Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,987 shares; 2024Q4: 28,003 shares; 2025Q1: 28,478 shares; 2025Q2: 29,268 shares; 2025Q3: 29,340 shares 29,340$892K0.54%+72Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares 3,570$864K0.52%0Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 11,949 shares; 2025Q1: 15,544 shares; 2025Q2: 18,428 shares; 2025Q3: 19,895 shares 19,895$851K0.51%+1,467Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,381 shares; 2025Q3: 1,382 shares 1,382$824K0.5%+1Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,447 shares 7,447$810K0.49%newTimeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,276 shares; 2024Q4: 15,277 shares; 2025Q1: 16,642 shares; 2025Q2: 21,364 shares; 2025Q3: 21,373 shares 21,373$676K0.41%+9Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 15,432 shares; 2025Q1: 15,491 shares; 2025Q2: 20,166 shares; 2025Q3: 20,629 shares 20,629$662K0.4%+463Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,881 shares; 2025Q3: 17,891 shares 17,891$570K0.34%+10Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,895 shares; 2025Q1: 17,852 shares; 2025Q2: 18,189 shares; 2025Q3: 18,364 shares 18,364$501K0.3%+175Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,647 shares; 2025Q3: 6,519 shares 6,519$469K0.28%-128Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,351 shares; 2025Q1: 5,372 shares; 2025Q2: 5,396 shares; 2025Q3: 5,267 shares 5,267$411K0.25%-129Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,043 shares 5,043$364K0.22%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares 711$333K0.2%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares 3,100$312K0.19%newTimeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,795 shares 2,795$278K0.17%newTimeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares 1,160$242K0.15%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares 3,227$211K0.13%0Timeline

How Q3 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 0001725547-25-004094 base2025-10-08acceptance time not in the bulk data set