StockDriftsStockDriftsTop 35 Andrews, Lucia Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 39.46% | 1.70M | $66.0M | -8.11%(-149.93K) | $27.62(+54.55%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.7% | 206.2K | $12.9M | -7.65%(-17.08K) | $46.01(+45.92%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.54% | 260.4K | $12.6M | +0.50%(+1.30K) | $31.05(+67.64%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.03% | 346.4K | $11.8M | -3.05%(-10.90K) | $25.99(+41.54%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.65% | 210.7K | $11.1M | +0.74%(+1.55K) | $33.16(+65.02%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.33% | 229.0K | $8.9M | +3.97%(+8.74K) | $29.31(+39.48%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.26% | 100.1K | $7.1M | +11.49%(+10.32K) | $59.68(+30.30%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.24% | 120.0K | $5.4M | -1.41%(-1.72K) | $31.68(+57.73%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.83% | 139.8K | $4.7M | -4.72%(-6.92K) | $23.80(+63.38%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.64% | 62.4K | $4.4M | +31.33%(+14.88K) | $54.73(+44.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.12% |
| Top 20 Holdings Unweighted | +12.06% | +40.73% |
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