David Wealth Management LLC
Q1 2025 13F Holdings
- Locationfairfax, VA
- Num holdings
49
- Value ($000)
$119,540
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002042337
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $23.00M | 19 % | 697,076 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $17.93M | 15 % | 684,175 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $16.56M | 14 % | 348,536 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $11.09M | 9 % | 183,404 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $8.23M | 7 % | 173,079 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.52M | 6 % | 155,017 | ||
DHR DANAHER CORPORATION | COM | 235851102 | $6.19M | 5 % | 30,193 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $6.02M | 5 % | 143,012 | ||
TRUIST FINL CORP | COM | 89832Q109 | $2.23M | 2 % | 54,270 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.78M | 2 % | 16,396 |
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