StockDriftsStockDriftsTop 50 David Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.79% | 741.7K | $26.6M | — | — | — | 2025-06-30 |
| DFAX | DIMENSIONAL ETF TRUST | 15.57% | 712.3K | $20.9M | — | — | — | 2025-06-30 |
| DFSD | DIMENSIONAL ETF TRUST | 12.9% | 360.8K | $17.3M | — | — | — | 2025-06-30 |
| DFUS | DIMENSIONAL ETF TRUST | 9.75% | 195.4K | $13.1M | — | — | — | 2025-06-30 |
| DFNM | DIMENSIONAL ETF TRUST | 6.09% | 172.6K | $8.2M | — | — | — | 2025-06-30 |
| DFCF | DIMENSIONAL ETF TRUST | 5.07% | 161.0K | $6.8M | — | — | — | 2025-06-30 |
| DFIP | DIMENSIONAL ETF TRUST | 4.74% | 152.2K | $6.4M | — | — | — | 2025-06-30 |
| DHR | DANAHER CORPORATION | 4.46% | 30.3K | $6.0M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 2.08% | 17.7K | $2.8M | — | — | — | 2025-06-30 |
| TFC | TRUIST FINL CORP | 1.74% | 54.3K | $2.3M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +4.60% |
| Top 20 Holdings Unweighted | +7.86% | +3.85% |
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