Johnson Wealth Management, LLC: 13F holdings
CIK 21106532026Q2
| Positions | 58 |
|---|
| Reported value | $236.1m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 58 (+9 vs prior quarter) |
|---|
| Reported value | $236.1m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,161,153 | $51.5m | 21.8% |
| DFAX DIMENSIONAL ETF TRUST | 1,347,961 | $49.7m | 21.0% |
| DFCF DIMENSIONAL ETF TRUST | 358,179 | $15.1m | 6.4% |
| DFSD DIMENSIONAL ETF TRUST | 298,214 | $14.2m | 6.0% |
| DUSB DIMENSIONAL ETF TRUST | 258,411 | $13.1m | 5.6% |
| DFGX DIMENSIONAL ETF TRUST | 243,427 | $13.0m | 5.5% |
| PAVE DIMENSIONAL ETF TRUST | 247,940 | $12.8m | 5.4% |
| WSBC DIMENSIONAL ETF TRUST | 180,888 | $7.2m | 3.0% |
| DFAI DIMENSIONAL ETF TRUST | 157,683 | $6.5m | 2.8% |
| DFNM DIMENSIONAL ETF TRUST | 116,659 | $5.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110653")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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