David Wealth Management LLC
Q2 2025 13F Holdings
- Locationfairfax, VA
- Num holdings
55
- Value ($000)
$134,338
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $26.58M | 20 % | 741,701 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $20.92M | 16 % | 712,319 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $17.32M | 13 % | 360,829 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $13.09M | 10 % | 195,364 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $8.19M | 6 % | 172,600 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.81M | 5 % | 161,032 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $6.36M | 5 % | 152,228 | ||
DHR DANAHER CORPORATION | COM | 235851102 | $5.99M | 5 % | 30,340 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.79M | 2 % | 17,685 | ||
TRUIST FINL CORP | COM | 89832Q109 | $2.33M | 2 % | 54,270 |
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