Wealthstream Advisors, Inc.
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
167
- Value ($000)
$541,536
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001833780
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $165.41M | 31 % | 4,781,894 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $80.25M | 15 % | 3,105,142 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $37.48M | 7 % | 1,431,103 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $37.39M | 7 % | 586,452 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $33.72M | 6 % | 997,805 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $18.05M | 3 % | 54,015 | ||
AVGE AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | $10.51M | 2 % | 145,224 | ||
VTHR VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | $8.81M | 2 % | 33,905 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.75M | 1 % | 110,303 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $6.52M | 1 % | 159,294 |
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