MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: 13F holdings
CIK 17676012026Q2
| Positions | 120 |
|---|
| Reported value | $703.0m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 120 (+14 vs prior quarter) |
|---|
| Reported value | $703.0m (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFCF DIMENSIONAL ETF TRUST | 1,592,020 | $67.2m | 9.6% |
| DFSD DIMENSIONAL ETF TRUST | 1,271,511 | $60.7m | 8.6% |
| DIMENSIONAL ETF TRUST | 1,218,192 | $50.8m | 7.2% |
| SPYM SPDR SERIES TRUST | 525,107 | $46.1m | 6.6% |
| DFGX DIMENSIONAL ETF TRUST | 738,963 | $39.6m | 5.6% |
| VTV VANGUARD INDEX FDS | 142,237 | $31.0m | 4.4% |
| DFIC DIMENSIONAL ETF TRUST | 818,259 | $30.5m | 4.3% |
| DFAE DIMENSIONAL ETF TRUST | 745,037 | $30.0m | 4.3% |
| DIMENSIONAL ETF TRUST | 354,823 | $29.2m | 4.2% |
| VUG VANGUARD INDEX FDS | 290,322 | $25.0m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767601")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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