You're signed outSign in or to get full access.
Wealthstream Advisors, Inc.
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.
Latest 13F Filing Activity
Wealthstream Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $602M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Wealthstream Advisors, Inc. reduced exposure to Dimensional Etf Trust, Vanguard BD Index FDS, Vanguard BD Index FDS among others.
Top Holdings
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
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more