All Stocks Held By Andrews Lucia Wealth Management LLC

As of 12/31/2023, we find all stocks held by Andrews Lucia Wealth Management LLC to be as follows, presented in the table below with each row detailing each Andrews Lucia Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Andrews Lucia Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Andrews Lucia Wealth Management LLC as of the latest filing.

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
VANGUARD INDEX FDS (VBR)	1,148	+1,148	$207
VBR	1,148	+1,148	$207
NASDAQ INC	0	-6,715	$0 (exited)
NDAQ	0	-6,715	$0

See Summary: Andrews Lucia Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Andrews Lucia Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IWF	+711	+$216
VOO	+494	+$216
VBR	+1,148	+$207

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
NDAQ	-6,715	-$326

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFAI	+12,860	+$724
DFIV	+7,086	+$584
DFAR	+6,490	+$268
DFAT	+5,642	+$1,983
DISV	+4,615	+$241
DFAE	+3,427	+$267
DFEM	+2,300	+$76
DFAS	+1,902	+$728
DFIS	+427	+$44
SCHD	+58	+$40

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFAX	-14,885	+$379
DFAU	-3,617	+$293
DUHP	-2,590	+$45
DFAC	-2,588	+$5,670
DFUS	-1,520	+$181
DFUV	-1,457	+$1,122
DIHP	-1,375	+$17
DFCF	-619	-$9
BIV	-227	+$6

Andrews Lucia Wealth Management LLC Info

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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