MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Q2 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
99
- Value ($000)
$612,937
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001767601
- 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 |
|---|---|---|---|---|---|---|---|
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $57.54M | 9 % | 1,361,482 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $55.51M | 9 % | 1,156,115 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $41.81M | 7 % | 1,175,788 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $39.25M | 6 % | 540,013 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $34.19M | 6 % | 673,636 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $26.75M | 4 % | 860,311 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $25.29M | 4 % | 473,893 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $24.66M | 4 % | 139,552 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $23.67M | 4 % | 817,775 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $22.47M | 4 % | 51,263 |
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