Andrews, Lucia Wealth Management Llc Activity in Q2 2026: Focus on Dimensional Funds
This filing details holdings changes by Andrews, Lucia Wealth Management Llc during the second quarter of 2026.
InsiderSet reports that Andrews, Lucia Wealth Management Llc, as of June 30th, 2026, managed a portfolio totaling $191.1 million.
The investor's activity during this quarter involved changes to several holdings within the Dimensional ETF Trust and other funds. Detailed analysis shows adjustments across various Dimensional ETFs, including increases in some positions and decreases or exits from others.
Purchase Activity
Andrews, Lucia Wealth Management Llc demonstrated significant buying activity during Q2 2026. Notably, the investor acquired a substantial position in ISHares SGOV, increasing their stake by an impressive 323%. This suggests strong confidence or alignment with this fund's strategy.
Another major purchase was observed in American Century AVDE. The investor significantly boosted their position here, adding 62.7% more shares during the quarter.
The Dimensional ETF TR (DFNM) also saw its portfolio allocation increase from zero to a small but notable 0.27%, indicating a new investment in this fund by the advisor.
Furthermore, Dimensional ETF TR (DFSD), which previously held no allocation, was added to the portfolio with a 0.16% weighting as of June 30th.
Other Dimensional funds showed positive changes for this investor: Dimensional ETF TR (DFAI) increased by 4.95%, and Dimensional ETF TR (DFUV) grew by 3.56%. The American Century fund AVUS also received a modest increase of 0.28%.
Sale Activity
The investor's portfolio saw reductions in several Dimensional holdings during Q2 2026. Dimensional ETF TR (DFAC) experienced a decrease of 2.93%.
Dimensional ETF TR (DFIV)'s position shrank by 1.84%, while Dimensional ETF TR (DFAX) decreased slightly by 0.95%.
Dimensional ETF TR (DFAE)'s allocation dropped to 3.01%, reflecting a reduction in this fund's position.
Additionally, the investor reduced their stake in Dimensional ETF TR (DFAE), decreasing it by 2.25% during the quarter.
No Disclosed Large Sells
According to this filing, there were no large sell activities disclosed for Andrews, Lucia Wealth Management Llc in Q2 2026.