Instuitional Investor - David Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | David Wealth Management Llc |
| Portfolio Value | $119,540,356 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 697,076 | $22,996,540 | 19.24% | |
| 2. | Dimensional Etf Trust | 684,175 | $17,925,374 | 15% | |
| 3. | Dimensional Etf Trust | 348,536 | $16,562,439 | 13.86% | |
| 4. | Dimensional Etf Trust | 183,404 | $11,092,252 | 9.28% | |
| 5. | Dimensional Etf Trust | 173,079 | $8,233,368 | 6.89% |
