Wealthstream Advisors, Inc.
CIK:0001833780
Investment Adviser
$2B AUM
184 holdings
New York, NY, United States
Wealthstream Advisors is an independent boutique wealth management firm offering personalized financial planning and unbiased investment management services.
Investment Strategy
Academic philosophy rooted in Nobel Prize-winning research, emphasizing after-tax returns and ongoing portfolio evaluation.
Top Buys
D
DFACDIMENSIONAL ETF TRUST+$16.5M
D
DFICDIMENSIONAL ETF TRUST+$10.4M
D
DFEMDIMENSIONAL ETF TRUST+$4.6M
D
DUHPDIMENSIONAL ETF TRUST+$3.5M
D
DFUSDIMENSIONAL ETF TRUST+$3.0M
Top Sells
D
DFNMDIMENSIONAL ETF TRUST-$601.6K
B
BNDVANGUARD BD INDEX FDS-$487.7K
B
BSVVANGUARD BD INDEX FDS-$439.0K
U
UNHUNITEDHEALTH GROUP INC-$404.1K
S
SUBISHARES TR-$304.9K
Top Holdings
D
DFACDIMENSIONAL ETF TRUST+29.6%$177.9M
D
DFICDIMENSIONAL ETF TRUST+16.5%$99.5M
D
DFEMDIMENSIONAL ETF TRUST+7.3%$43.9M
D
DUHPDIMENSIONAL ETF TRUST+6.3%$37.7M
D
DFUSDIMENSIONAL ETF TRUST+5.5%$33.4M
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 29.57% | $177.9M | 4,964,241 | $32.49 | $35.84 | +$16.5M |
D DFIC | DIMENSIONAL ETF TRUST | 16.53% | $99.5M | 3,199,602 | $26.43 | $31.09 | +$10.4M |
D DFEM | DIMENSIONAL ETF TRUST | 7.29% | $43.9M | 1,477,488 | $25.64 | $29.68 | +$4.6M |
D DUHP | DIMENSIONAL ETF TRUST | 6.27% | $37.7M | 1,060,663 | $34.06 | $35.56 | +$3.5M |
D DFUS | DIMENSIONAL ETF TRUST | 5.55% | $33.4M | 497,847 | $51.64 | $67.02 | +$3.0M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+1.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.4%
SEMICONDUCTORS & RELATED DEVICES
+1.3%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+0.7%
ELECTRONIC COMPUTERS
+0.6%