Andrews, Lucia Wealth Management LLC Purchases and Sells in Q3 2025

Andrews, Lucia Wealth Management LLC

12 operations

Stock	Shares change	Price Range	Shares Held
DFAI	8.1K + 3.87%	$34.05 - $36.55 $276K - $296K	217K $7.9M
DFAE	1.29K + 0.9%	$28.84 - $31.84 $37.3K - $41.2K	145K $4.58M
DFUS	74 + 0.16%	$67.01 - $72.84 $4.96K - $5.39K	47.4K $3.44M
DFAR	8.8K + 12.97%	$22.9 - $24.1 $201K - $212K	76.7K $1.83M
DUHP	30 + 0.07%	$35.76 - $37.93 $1.07K - $1.14K	41.3K $1.56M
DFCF	1.47K + 7.96%	$41.8 - $43.15 $61.3K - $63.3K	19.9K $850K

4 operations

Stock	Shares change	Price Range	Shares Held
AVUS	7.45K New	$101.2 - $109.16 $754K - $813K	7.45K $809K
AVLV	5.04K New	$68.33 - $72.69 $345K - $367K	5.04K $364K
SGOV	3.1K New	$100.37 - $100.74 $311K - $312K	3.1K $312K
AVUV	2.8K New	$90.37 - $102.12 $253K - $285K	2.8K $278K

12 operations

Stock	Shares change	Price Range	Shares Held
BIV	-129 - 2.39%	$76.16 - $78.59 $9.82K - $10.1K	5.27K $411K
BSV	-43 - 0.35%	$78.11 - $79.07 $3.36K - $3.4K	12.4K $979K
DIMENSIONAL ETF TRUST	-128 - 1.93%	N/A	6.52K $0
IWB	-140 - 3.02%	$339.37 - $366.46 $47.5K - $51.3K	4.5K $1.65M
DISV	-526 - 0.68%	$32.78 - $35.79 $17.2K - $18.8K	76.8K $2.74M
DFAU	-541 - 0.44%	$42.42 - $45.96 $22.9K - $24.9K	122K $5.56M

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