Top 50 Market Street Wealth Management Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 10.26% | 1.54M | $65.1M | +3.97%(+58.83K) | $42.74(-1.14%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 9.4% | 1.25M | $59.6M | +2.05%(+24.97K) | $46.86(+2.20%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.89% | 1.19M | $43.7M | -0.48%(-5.69K) | $27.84(+41.21%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 6.24% | 516.7K | $39.5M | +0.65%(+3.33K) | $51.95(+63.97%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 5.93% | 717.2K | $37.6M | +10.05%(+65.51K) | $52.66(-0.12%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.51% | 806.0K | $28.6M | -3.38%(-28.19K) | $24.88(+49.81%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.37% | 141.3K | $27.7M | -0.44%(-620) | $143.25(+44.17%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.11% | 769.9K | $26.1M | -3.18%(-25.25K) | $23.25(+67.21%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.96% | 352.8K | $25.1M | +0.08%(+278) | $57.17(+36.03%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.61% | 288.8K | $22.9M | +2.13%(+6.03K) | $76.75(+2.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.10% | +26.34% |
| Top 20 Holdings Unweighted | +10.12% | +33.54% |
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