MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Q3 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
101
- Value ($000)
$629,670
- Date Filed 10/14/2025
- Form type13F-HR
- CIK 0001767601
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $60.19M | 10 % | 1,407,623 | ||
D DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $56.96M | 9 % | 1,182,022 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $43.98M | 7 % | 1,164,442 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $41.02M | 7 % | 523,669 | ||
D DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $29.82M | 5 % | 552,597 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $27.25M | 4 % | 830,955 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $26.11M | 4 % | 140,002 | ||
D DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $25.24M | 4 % | 800,445 | ||
D DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $24.75M | 4 % | 487,427 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $23.69M | 4 % | 346,089 |
Rows Per Page
10
- 10
- 50
- 100