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Market Street Wealth Management Advisors LLC
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
Latest 13F Filing Activity
Market Street Wealth Management Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 101 equity positions with a total 13F market value of $630M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Market Street Wealth Management Advisors LLC reduced exposure to Dimensional Etf Trust, Vanguard Charlotte FDS, Vanguard Scottsdale FDS among others.
Top Holdings
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
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