MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: 13F holdings

CIK 17676012026Q2

Positions120
Reported value$703.0m
Filed2026-07-20

Top 10 holdings

SecuritySharesValueWeight
DFCF DIMENSIONAL ETF TRUST1,592,020$67.2m9.6%
DFSD DIMENSIONAL ETF TRUST1,271,511$60.7m8.6%
DIMENSIONAL ETF TRUST1,218,192$50.8m7.2%
SPYM SPDR SERIES TRUST525,107$46.1m6.6%
DIMENSIONAL ETF TRUST738,963$39.6m5.6%
VTV VANGUARD INDEX FDS142,237$31.0m4.4%
DFIC DIMENSIONAL ETF TRUST818,259$30.5m4.3%
DFAE DIMENSIONAL ETF TRUST745,037$30.0m4.3%
DIMENSIONAL ETF TRUST354,823$29.2m4.2%
VUG VANGUARD INDEX FDS290,322$25.0m3.6%

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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