ANDREWS, LUCIA WEALTH MANAGEMENT LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC opened 12 positions, added to 12, reduced 9, sold out of 8 and left 6 unchanged. The largest increase in value was DFAC (+$73,159,789); the largest decrease was DFAC (-$66,020,742).
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 1,698,938; Shares 2026-06-30 0.
- DFUS: Country of operation —; Class US EQUITY MARKET; Shares 2026-03-31 62,374; Shares 2026-06-30 0.
- DFAR: Country of operation —; Class US REAL ESTATE E; Shares 2026-03-31 92,510; Shares 2026-06-30 0.
- DUHP: Country of operation —; Class US HIGH PROFITAB; Shares 2026-03-31 44,164; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1906227): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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