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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
Q2 		$8.27M Buy
100,412
+296
+0.3% +$22.9K 4.33% 7
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 $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Andrews Lucia Wealth Management's DFAS Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.3% in Q2 2026, buying an estimated $22.9K and bringing the position to 100,412 shares worth $8.27M. The position accounts for 4.33% of the portfolio, ranked #7.

Andrews Lucia Wealth Management first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Andrews Lucia Wealth Management held 100,412 shares of Dimensional US Small Cap ETF worth $8.27M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 296 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $22.9K.
  • Dimensional US Small Cap ETF made up 4.33% of Andrews Lucia Wealth Management's portfolio in Q2 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 19 quarters since.
  • 912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.