David Wealth Management LLC
CIK 2042337 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- DFAC19.77%
- DFAX13.91%
- DFSD13.65%
- DFUS9.52%
- DFNM6.57%
- DHR5.72%
- DFCF5.31%
- DFIP4.84%
- TFC1.94%
- NVDA1.82%
Share classes counted separately83.05%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $23.94M | 19.77% | 692.03K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $16.84M | 13.91% | 677.36K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $16.53M | 13.65% | 352.50K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $11.52M | 9.52% | 180.74K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $7.95M | 6.57% | 166.49K shares | Prior unavailable — | — | ↗▾ |
| 06 | DHRDANAHER CORP View history and evidence | $6.93M | 5.72% | 30.19K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $6.43M | 5.31% | 155.76K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $5.86M | 4.84% | 144.72K shares | Prior unavailable — | — | ↗▾ |
| 09 | TFCTRUIST FINANCIAL CORP View history and evidence | $2.35M | 1.94% | 54.27K shares | Prior unavailable — | — | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $2.20M | 1.82% | 16.40K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2042337 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 29, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 121073439
}Research all 48 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.