David Wealth Management LLC — 13F holdings

David Wealth Management LLC reported 55 holdings worth $134M in its 13F filing for Q2 2025, filed July 22, 2025.

Largest positions

  1. DIMENSIONAL ETF TRUST — $26.6M (19.8%)
  2. DFAX DIMENSIONAL ETF TRUST — $20.9M (15.6%)
  3. DFSD DIMENSIONAL ETF TRUST — $17.3M (12.9%)
  4. DFUS DIMENSIONAL ETF TRUST — $13.1M (9.7%)
  5. DFNM DIMENSIONAL ETF TRUST — $8.19M (6.1%)
  6. DFCF DIMENSIONAL ETF TRUST — $6.81M (5.1%)
  7. DFIP DIMENSIONAL ETF TRUST — $6.36M (4.7%)
  8. DHR DANAHER CORPORATION — $5.99M (4.5%)
  9. NVDA NVIDIA CORPORATION — $2.79M (2.1%)
  10. TFC TRUIST FINL CORP — $2.33M (1.7%)