David Wealth Management LLC Incresed Positions in Q2 2025

David Wealth Management LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44.6K
+ 6.4%
$29.12 - $35.84 $1.3M - $1.6M
742K $26.6B
DFAX
Dimensional ETF Tr
28.1K
+ 4.11%
$23.37 - $29.39 $658K - $827K
712K $20.9B
DFUS
Dimensional ETF Tr U S Equity

ETFs
12K
+ 6.52%
$53.65 - $67.02 $642K - $802K
195K $13.1B
NVDA
Nvidia Corp

Technology
1.29K
+ 7.86%
$94.31 - $157.99 $122K - $204K
17.7K $2.79B
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.3K
+ 3.53%
$47.09 - $48.01 $579K - $590K
361K $17.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 25.28%
$19.6 - $24.44 $229K - $285K
57.8K $1.41B
DFIP
Dimensional ETF Tr Inflation P

ETFs
9.22K
+ 6.44%
$41.11 - $42.42 $379K - $391K
152K $6.36B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.02K
+ 3.88%
$41.1 - $42.37 $247K - $255K
161K $6.81B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.89K
+ 38.77%
$17.76 - $22.1 $176K - $219K
35.4K $782M
AAPL
Apple Inc.

Technology
1.82K
+ 28.23%
$172.42 - $223.89 $314K - $408K
8.28K $1.7B
MSFT
Microsoft Corp

Technology
165
+ 22.33%
$354.56 - $497.45 $58.5K - $82.1K
904 $449M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.98K
+ 44.83%
$22.92 - $28.05 $114K - $140K
16.1K $451M
AMZN
Amazon Com Inc

Consumer Cyclical
229
+ 7.82%
$167.32 - $223.3 $38.3K - $51.1K
3.16K $693M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.16%
$416.06 - $551.64 $832 - $1.1K
1.24K $681M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.93%
$210.28 - $289.91 $2.52K - $3.48K
1.3K $377M
IWM
Ishares Russell 2000 ETF

ETFs
129
+ 7.44%
$174.82 - $215.79 $22.6K - $27.8K
1.86K $402M
IJK
Ishares S&P Midcap 400 Growth

ETFs
362
+ 12.75%
$73.7 - $90.98 $26.7K - $32.9K
3.2K $291M
BA
Boeing CO

Industrials
6
+ 0.5%
$136.59 - $217.51 $820 - $1.31K
1.21K $254M
SYK
Stryker Corp

Healthcare
3
+ 0.38%
$337.37 - $395.63 $1.01K - $1.19K
803 $318M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.0%
$908.13 - $1056.85 $2.72K - $3.17K
303 $300M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.08%
$114.78 - $133.31 $230 - $267
2.51K $335M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.48%
$335.24 - $380.78 $3.35K - $3.81K
686 $252M
ABBV
Abb Vie Inc.

Healthcare
15
+ 1.34%
$170.16 - $206.27 $2.55K - $3.09K
1.14K $211M
JNJ
Johnson & Johnson

Healthcare
15
+ 0.69%
$146.36 - $159.82 $2.2K - $2.4K
2.2K $337M
DHR
Danaher Corp

Healthcare
147
+ 0.49%
$174.64 - $205.16 $25.7K - $30.2K
30.3K $5.99B
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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