Wealthstream Advisors, Inc.

Q1 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    164

  • Value ($000)

    $534,458

  • Date Filed
    05/07/2025
  • Form type
    13F-HR
  • CIK
    0001833780
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$161.4M
30 %

4,892,381

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$89.12M
17 %

3,209,046

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$39.21M
7 %

1,482,039

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$34.23M
6 %

1,033,042

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$30.41M
6 %

502,844

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$17.11M
3 %

53,882

A
AVGE

AMERICAN CENTY ETF TR

AVANTIS ALL EQT
025072232
$11.14M
2 %

156,413

V
VTHR

VANGUARD SCOTTSDALE FDS

VNG RUS3000IDX
92206C599
$8.35M
2 %

33,835

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$8.34M
2 %

110,303

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$6.48M
1 %

157,147

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