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Andrews Lucia Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Andrews Lucia Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.12M Buy
100,116
+10,319
+11% +$757K 4.26% 7
2025
Q4 		$6.26M Sell
89,797
-778
-0.9% -$53.6K 3.72% 7
2025
Q3 		$6.2M Sell
90,575
-412
-0.5% -$27.5K 3.74% 7
2025
Q2 		$5.8M Sell
90,987
-983
-1% -$58.9K 3.77% 7
2025
Q1 		$5.99M Buy
91,970
+1,933
+2% +$124K 4.02% 6
2024
Q4 		$5.84M Buy
90,037
+294
+0.3% +$19.7K 3.9% 7
2024
Q3 		$5.39M Buy
89,743
+316
+0.4% +$19.8K 3.82% 7
2024
Q2 		$5.57M Hold
89,427
– – 3.9% 6
2024
Q1 		$5.57M Buy
89,427
+1,444
+2% +$85.4K 3.97% 6
2023
Q4 		$5.25M Buy
87,983
+1,902
+2% +$102K 4.05% 6
2023
Q3 		$4.52M Sell
86,081
-270
-0.3% -$14.9K 3.89% 6
2023
Q2 		$4.73M Buy
86,351
+1,676
+2% +$87.4K 3.93% 6
2023
Q1 		$4.46M Buy
84,675
+1,476
+2% +$79.9K 3.95% 6
2022
Q4 		$4.26M Buy
83,199
+147
+0.2% +$7.57K 3.96% 6
2022
Q3 		$3.86M Sell
83,052
-13,642
-14% -$697K 4.07% 6
2022
Q2 		$5.42M Buy
96,694
+2,679
+3% +$139K 5.13% 6
2022
Q1 		$5.64M Hold
94,015
– – 5.05% 6
2021
Q4 		$5.64M Buy
+94,015
New +$5.68M 5.11% 6

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Andrews Lucia Wealth Management's DFAS Position: Q1 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 11% in Q1 2026, buying an estimated $757K and bringing the position to 100,116 shares worth $7.12M. The position accounts for 4.26% of the portfolio, ranked #7.

Andrews Lucia Wealth Management first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Andrews Lucia Wealth Management held 100,116 shares of Dimensional US Small Cap ETF worth $7.12M as of Q1 2026.
  • Andrews Lucia Wealth Management bought 10,319 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $757K.
  • Dimensional US Small Cap ETF made up 4.26% of Andrews Lucia Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.