Market Street Wealth Management Advisors LLC Purchases in Q3 2024

Market Street Wealth Management Advisors LLC

  • $552 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
14.4K
+ 1.24%
$30.74 - $34.07 $442K - $490K
1.18M $40M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.8K
+ 1.67%
$41.34 - $43.55 $737K - $776K
1.09M $46.9M
VTV
Vanguard Value ETF

ETFs
2.11K
+ 1.55%
$159.75 - $174.57 $337K - $369K
138K $24.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.82K
+ 0.52%
$60.84 - $67.51 $172K - $190K
548K $37M
DFSD
Dimensional ETF Tr Short Durat

ETFs
26.6K
+ 2.46%
$47.0 - $47.84 $1.25M - $1.27M
1.11M $52.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
18.5K
+ 2.33%
$25.36 - $28.37 $468K - $524K
812K $22.9M
BNDX
Vanguard Total International B

ETFs
11.5K
+ 1.38%
$48.42 - $50.35 $556K - $578K
845K $42.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.69K
+ 0.77%
$59.25 - $65.33 $159K - $175K
350K $22.7M
DFAE
Dimensional ETF Tr

ETFs
17.7K
+ 2.31%
$24.46 - $27.82 $434K - $493K
784K $21.5M
DFIV
Dimensional ETF Tr

ETFs
5.5K
+ 1.23%
$34.66 - $38.38 $191K - $211K
453K $17.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.49K
+ 1.77%
$76.94 - $79.54 $345K - $357K
258K $20.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.57K
+ 1.51%
$79.29 - $84.02 $204K - $216K
173K $14.5M
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.33K
+ 0.87%
$40.69 - $42.46 $94.7K - $98.8K
269K $11.4M
DFAI
Dimensional ETF Tr

ETFs
1.72K
+ 1.13%
$28.69 - $32.06 $49.3K - $55.1K
154K $4.9M
DFAU
Dimensional ETF Tr

ETFs
5.45K
+ 9.02%
$35.8 - $39.69 $195K - $216K
65.9K $2.62M
AAPL
Apple Inc.

Technology
104
+ 0.86%
$207.23 - $234.82 $21.6K - $24.4K
12.2K $2.85M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
New
$191.76 - $263.26 $202K - $277K
1.05K $275K
BND
Vanguard Bd Index Fd Inc Total

ETFs
484
+ 0.73%
$71.45 - $75.64 $34.6K - $36.6K
66.7K $5.01M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.62K
New
$81.31 - $83.29 $213K - $218K
2.62K $218K
QUAL
Ishares Msci Usa Quality Facto

ETFs
158
+ 1.02%
$162.64 - $179.3 $25.7K - $28.3K
15.6K $2.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.0%
$41.9 - $48.26 $41.9 - $48.3
38.2K $1.83M
NVDA
Nvidia Corp

Technology
1.34K
+ 14.99%
$98.91 - $134.91 $133K - $181K
10.3K $1.25M
META
Meta Platforms, Inc.

Communication Services
124
+ 13.14%
$453.41 - $572.44 $56.2K - $71K
1.07K $611K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 0.96%
$801.83 - $917.05 $16.8K - $19.3K
2.22K $1.97M
MSFT
Microsoft Corp

Technology
282
+ 8.44%
$395.15 - $467.56 $111K - $132K
3.63K $1.56M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.22K
+ 12.89%
$50.32 - $50.75 $61.5K - $62K
10.7K $542K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
58
+ 10.68%
$405.19 - $478.57 $23.5K - $27.8K
601 $276K
VEA
Vanguard Ftse Developed Market

ETFs
571
+ 9.98%
$47.6 - $53.31 $27.2K - $30.4K
6.29K $332K
SPG
Simon Property Group Inc

Real Estate
6
+ 0.21%
$146.09 - $170.11 $877 - $1.02K
2.85K $481K
DUK
Duke Energy Corp

Utilities
14
+ 0.47%
$99.35 - $117.71 $1.39K - $1.65K
2.98K $343K
DFAX
Dimensional ETF Tr
31
+ 0.12%
$24.29 - $27.25 $753 - $845
26.7K $721K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
364
+ 12.69%
$98.99 - $101.51 $36K - $36.9K
3.23K $327K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.79%
$333.64 - $405.2 $1.67K - $2.03K
638 $258K
PG
Procter & Gamble CO

Consumer Defensive
76
+ 2.7%
$160.76 - $177.82 $12.2K - $13.5K
2.89K $500K
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 0.96%
$194.9 - $224.8 $5.46K - $6.29K
2.96K $623K
AMZN
Amazon Com Inc

Consumer Cyclical
323
+ 7.47%
$161.02 - $200.0 $52K - $64.6K
4.65K $865K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
8
+ 1.0%
$305.34 - $350.41 $2.44K - $2.8K
810 $279K
Dimensional ETF Trust
89
+ 0.18%
N/A
48.9K $0
GOOGL
Alphabet Inc.

Communication Services
88
+ 2.36%
$148.65 - $191.18 $13.1K - $16.8K
3.82K $633K
LLY
Eli Lilly & CO

Healthcare
36
+ 0.24%
$772.14 - $960.02 $27.8K - $34.6K
15.3K $13.6M
Activity Summary
Buys All Purchases 41 New Holdings 2 Increased Positions 39 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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