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Robert Lucia

@Andrews, Lucia Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$149.744MTotal holdings26
Assets growth rate6.13%Assets growth rate (2-Q avg)2.37%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Andrews, Lucia Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Andrews, Lucia Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 149.744M in assets, with a quarterly growth rate of 6.13% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Robert Lucia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Decreased -0.68%
43.67%
$65.39M
1.907M shares@ $34.29 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.83%
10.32%
$15.44M
370,341 shares@ $41.69 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -0.17%
9.64%
$14.426M
259,327 shares@ $55.64 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 0.27%
6.82%
$10.212M
378,073 shares@ $27.01 avg price
DFIVDimensional Etf Trust
Recent Activity
Decreased -0.08%
5.31%
$7.949M
208,744 shares@ $38.08 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 2.55%
3.97%
$5.935M
186,758 shares@ $31.78 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 0.33%
3.9%
$5.84M
90,037 shares@ $64.86 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -1.39%
3.18%
$4.761M
119,956 shares@ $39.69 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 0.22%
2.48%
$3.699M
134,940 shares@ $27.41 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 0.12%
1.96%
$2.93M
47,108 shares@ $62.21 avg price