David Wealth Management LLC - Portfolio overview

David Wealth Management LLC has 55 reported holdings in this dataset, with the latest filing dated 2025-07-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 19.79%
2. DFAX - DIMENSIONAL ETF TRUST, 15.57%
3. DFSD - DIMENSIONAL ETF TRUST, 12.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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