ANDREWS, LUCIA WEALTH MANAGEMENT LLC DFAT — DIMENSIONAL ETF TRUST

Ownership history in ANDREWS, LUCIA WEALTH MANAGEMENT LLC  ·  18 quarters on record

AI Ownership Summary

ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported DIMENSIONAL ETF TRUST (DFAT) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.49% in 2023 Q4. The latest visible filing shows DFAT at 7.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANDREWS, LUCIA WEALTH MANAGEMENT LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAT was reported at 7.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAT stock page ANDREWS, LUCIA WEALTH MANAGEMENT LLC fund profile ANDREWS, LUCIA WEALTH MANAGEMENT LLC full holdings
How ANDREWS, LUCIA WEALTH MANAGEMENT LLC held DFAT — position size vs. price
% of Fund (quarterly)    DFAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 206,222 -17,079 -7.6% 7.70% $12.9M 2026-04-15 $64.76
2025 Q4 REDUCED 8.3% +5.2% ❌ 223,301 -20,315 -8.3% 7.90% $13.3M 2026-01-26 $63.15
2025 Q3 REDUCED — — — 243,616 -10,036 -4.0% 8.54% $14.2M 2025-10-08 $57.95
2025 Q2 REDUCED — — — 253,652 -8,960 -3.4% 8.89% $13.7M 2025-07-11 $55.39
2025 Q1 ADDED — — — 262,612 +3,285 +1.3% 9.82% $14.6M 2025-04-21 $45.74
2024 Q4 REDUCED — — — 259,327 -442 -0.2% 9.63% $14.4M 2025-01-15 $55.94
2024 Q3 REDUCED — — — 259,769 -301 -0.1% 9.55% $13.5M 2024-10-11 $54.40
2024 Q2 UNCHANGED — — — 260,070 — 0% 9.89% $14.2M 2024-07-25 $54.46
2024 Q1 ADDED — — — 260,070 +302 +0.1% 10.08% $14.2M 2024-05-14 $52.38
2023 Q4 ADDED — — — 259,768 +5,642 +2.2% 10.49% $13.6M 2024-02-09 $49.44
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAT

As of 2026 Q1 — sorted by position size

NorthAvenue LLC 22.01% GREAT OAK CAPITAL PARTNERS, LLC 21.56% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.78% Sensible Money, LLC 20.3% Trust Co of the South 17.98% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.51% Tumwater Wealth Management, LLC 15.79% Parkwoods Wealth Partners, LLC 13.97% RF&L WEALTH MANAGEMENT, LLC 3Y 13.55% Disciplined Equity Management, Inc. 3Y 13.0%

FAQ About ANDREWS, LUCIA WEALTH MANAGEMENT LLC and DFAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported owning DFAT?

ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported DFAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFAT position in ANDREWS, LUCIA WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for DFAT was 10.49% in 2023 Q4.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2026 Q1, when ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported 206,222 shares, equal to 7.70% of portfolio, with an estimated market value of $12.9M.

What does the chart on this DFAT ownership page compare?

The chart compares ANDREWS, LUCIA WEALTH MANAGEMENT LLC's quarterly DFAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ANDREWS, LUCIA WEALTH MANAGEMENT LLC time their DFAT position?

Based on 13F filing dates vs. subsequent DFAT price moves, ANDREWS, LUCIA WEALTH MANAGEMENT LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on DFAT relative to SPY over the holding period was -2.1%.

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