David Wealth Management LLC

Q2 2025 13F Holdings

  • Location
    fairfax, VA
  • Num holdings

    55

  • Value ($000)

    $134,338

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0002042337
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$26.58M
20 %

741,701

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$20.92M
16 %

712,319

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$17.32M
13 %

360,829

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$13.09M
10 %

195,364

D
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
25434V849
$8.19M
6 %

172,600

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$6.81M
5 %

161,032

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$6.36M
5 %

152,228

D
DHR

DANAHER CORPORATION

COM
235851102
$5.99M
5 %

30,340

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$2.79M
2 %

17,685

---

TRUIST FINL CORP

COM
89832Q109
$2.33M
2 %

54,270

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