Market Street Wealth Management Advisors LLC
CIK:0001767601
Investment Adviser
$0 AUM
101 holdings
West Chester, PA, USA
Latest filing:Sep 30, 2025
Market Street Wealth Management offers a range of financial services including investment management, retirement planning, estate planning, and risk management.
Investment Strategy
Tailored portfolio management based on client needs and goals
Top Buys
D
DFGXDIMENSIONAL ETF TRUST+$4.5M
D
DFCFDIMENSIONAL ETF TRUST+$2.7M
D
DUHPDIMENSIONAL ETF TRUST+$2.2M
S
SPLGSPDR SERIES TRUST+$1.8M
D
DFAEDIMENSIONAL ETF TRUST+$1.6M
Top Sells
D
DUSBDIMENSIONAL ETF TRUST-$9.4M
B
BNDXVANGUARD CHARLOTTE FDS-$3.7M
V
VCITVANGUARD SCOTTSDALE FDS-$514.0K
L
LLYELI LILLY & CO-$292.1K
I
IJHISHARES TR-$236.3K
Top Holdings
D
DFCFDIMENSIONAL ETF TRUST+9.6%$60.2M
D
DFSDDIMENSIONAL ETF TRUST+9.0%$57.0M
D
DUHPDIMENSIONAL ETF TRUST+7.0%$44.0M
S
SPLGSPDR SERIES TRUST+6.5%$41.0M
D
DFGXDIMENSIONAL ETF TRUST+4.7%$29.8M
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFCF | DIMENSIONAL ETF TRUST | 9.56% | $60.2M | 1,407,623 | $42.44 | $42.76 | +$2.7M |
D DFSD | DIMENSIONAL ETF TRUST | 9.05% | $57.0M | 1,182,022 | $47.03 | $48.19 | +$1.5M |
D DUHP | DIMENSIONAL ETF TRUST | 6.98% | $44.0M | 1,164,442 | $28.97 | $37.77 | +$2.2M |
S SPLG | SPDR SERIES TRUST | 6.52% | $41.0M | 523,669 | $53.90 | $78.34 | +$1.8M |
D DFGX | DIMENSIONAL ETF TRUST | 4.74% | $29.8M | 552,597 | $52.65 | $53.96 | +$4.5M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+1.9%
ELECTRONIC COMPUTERS
+0.6%
SEMICONDUCTORS & RELATED DEVICES
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.5%