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Size ($ in 1000's)
At 12/31/2023: $129,629
At 09/30/2023: $116,278
Andrews Lucia Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Andrews Lucia Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Andrews Lucia Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Andrews Lucia Wealth Management LLC.
In the Andrews Lucia Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Andrews Lucia Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Andrews Lucia Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
1,893,644 |
-2,588 |
$55,351 | | DFAC | 1,893,644 | -2,588 | $55,351 | | DIMENSIONAL ETF TRUST (DFUV) |
366,058 |
-1,457 |
$13,625 | | DFUV | 366,058 | -1,457 | $13,625 | | DIMENSIONAL ETF TRUST (DFAT) |
259,768 |
+5,642 |
$13,594 | | DFAT | 259,768 | +5,642 | $13,594 | | DIMENSIONAL ETF TRUST (DFAX) |
375,845 |
-14,885 |
$9,178 | | DFAX | 375,845 | -14,885 | $9,178 | | DIMENSIONAL ETF TRUST (DFIV) |
202,717 |
+7,086 |
$6,965 | | DFIV | 202,717 | +7,086 | $6,965 | | DIMENSIONAL ETF TRUST (DFAS) |
87,983 |
+1,902 |
$5,246 | | DFAS | 87,983 | +1,902 | $5,246 | | DIMENSIONAL ETF TRUST (DFAI) |
153,371 |
+12,860 |
$4,393 | | DFAI | 153,371 | +12,860 | $4,393 | | DIMENSIONAL ETF TRUST (DFAU) |
121,561 |
-3,617 |
$4,042 | | DFAU | 121,561 | -3,617 | $4,042 | | DIMENSIONAL ETF TRUST (DFAE) |
123,052 |
+3,427 |
$2,967 | | DFAE | 123,052 | +3,427 | $2,967 | | DIMENSIONAL ETF TRUST (DFUS) |
47,731 |
-1,520 |
$2,474 | | DFUS | 47,731 | -1,520 | $2,474 | | ISHARES TR (IWB) |
6,451 |
UNCH |
$1,692 | | IWB | 6,451 | UNCH | $1,692 | | DIMENSIONAL ETF TRUST (DISV) |
65,224 |
+4,615 |
$1,682 | | DISV | 65,224 | +4,615 | $1,682 | | VANGUARD BD INDEX FDS (BSV) |
15,403 |
-204 |
$1,186 | | BSV | 15,403 | -204 | $1,186 | | DIMENSIONAL ETF TRUST (DUHP) |
38,255 |
-2,590 |
$1,094 | | DUHP | 38,255 | -2,590 | $1,094 | | DIMENSIONAL ETF TRUST (DFAR) |
43,930 |
+6,490 |
$999 | | DFAR | 43,930 | +6,490 | $999 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,603 |
UNCH |
$813 | | MDY | 1,603 | UNCH | $813 | | ISHARES TR (IWM) |
3,570 |
UNCH |
$717 | | IWM | 3,570 | UNCH | $717 | | SCHWAB STRATEGIC TR |
6,738 |
+58 |
$513 | | SCHD | 6,738 | +58 | $513 | | DIMENSIONAL ETF TRUST (DIHP) |
19,759 |
-1,375 |
$507 | | DIHP | 19,759 | -1,375 | $507 | | VANGUARD BD INDEX FDS (BIV) |
5,339 |
-227 |
$408 | | BIV | 5,339 | -227 | $408 | | DIMENSIONAL ETF TRUST (DFIS) |
15,781 |
+427 |
$381 | | DFIS | 15,781 | +427 | $381 | | DIMENSIONAL ETF TRUST (DFEM) |
13,302 |
+2,300 |
$332 | | DFEM | 13,302 | +2,300 | $332 | | DIMENSIONAL ETF TRUST (DFCF) |
7,805 |
-619 |
$331 | | DFCF | 7,805 | -619 | $331 | | SCHWAB STRATEGIC TR |
5,390 |
UNCH |
$251 | | SCHZ | 5,390 | UNCH | $251 | | SCHWAB STRATEGIC TR |
5,000 |
UNCH |
$249 | | SCHR | 5,000 | UNCH | $249 | | ISHARES TR (IWF) |
711 |
+711 |
$216 | | IWF | 711 | +711 | $216 | | VANGUARD INDEX FDS (VOO) |
494 |
+494 |
$216 | | VOO | 494 | +494 | $216 |
See Full List: All Stocks Held By Andrews Lucia Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Andrews Lucia Wealth Management LLC
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