Instuitional Investor - David Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | David Wealth Management Llc |
| Portfolio Value | $121,073,439 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 692,030 | $23,937,323 | 19.77% | |
| 2. | Dimensional Etf Trust | 677,356 | $16,839,054 | 13.9% | |
| 3. | Dimensional Etf Trust | 352,505 | $16,525,405 | 13.64% | |
| 4. | Dimensional Etf Trust | 180,737 | $11,521,999 | 9.51% | |
| 5. | Dimensional Etf Trust | 166,489 | $7,953,182 | 6.56% |
