David Wealth Management LLC
Q4 2024 13F Holdings
- Locationfairfax, VA
- Num holdings
48
- Value ($000)
$121,073
- Date Filed01/29/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $23.94M | 20 % | 692,030 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $16.84M | 14 % | 677,356 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $16.53M | 14 % | 352,505 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $11.52M | 10 % | 180,737 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $7.95M | 7 % | 166,489 | ||
DHR DANAHER CORPORATION | COM | 235851102 | $6.93M | 6 % | 30,191 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.43M | 5 % | 155,760 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $5.86M | 5 % | 144,719 | ||
TRUIST FINL CORP | COM | 89832Q109 | $2.35M | 2 % | 54,270 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.20M | 2 % | 16,396 |
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