Instuitional Investor - David Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | David Wealth Management Llc |
| Portfolio Value | $134,337,674 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 741,701 | $26,582,572 | 19.79% | |
| 2. | Dimensional Etf Trust | 712,319 | $20,920,821 | 15.57% | |
| 3. | Dimensional Etf Trust | 360,829 | $17,323,408 | 12.9% | |
| 4. | Dimensional Etf Trust | 195,364 | $13,093,263 | 9.75% | |
| 5. | Dimensional Etf Trust | 172,600 | $8,186,418 | 6.09% |
