David Wealth Management LLC Purchases in Q4 2024

David Wealth Management LLC

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
692K
New
$33.92 - $36.6 $23.5M - $25.3M
692K $23.9B
DFAX
Dimensional ETF Tr
677K
New
$24.76 - $27.04 $16.8M - $18.3M
677K $16.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
353K
New
$46.75 - $47.8 $16.5M - $16.8M
353K $16.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
181K
New
$61.52 - $66.5 $11.1M - $12M
181K $11.5B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
166K
New
$47.65 - $48.6 $7.93M - $8.09M
166K $7.95B
DHR
Danaher Corp

Healthcare
30.2K
New
$226.16 - $274.52 $6.83M - $8.29M
30.2K $6.93B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
156K
New
$41.17 - $43.34 $6.41M - $6.75M
156K $6.43B
DFIP
Dimensional ETF Tr Inflation P

ETFs
145K
New
$40.31 - $42.43 $5.83M - $6.14M
145K $5.86B
TFC
Truist Financial Corp

Financial Services
54.3K
New
$41.51 - $48.1 $2.25M - $2.61M
54.3K $2.35B
NVDA
Nvidia Corp

Technology
16.4K
New
$117.0 - $148.88 $1.92M - $2.44M
16.4K $2.2B
DFAI
Dimensional ETF Tr

ETFs
42.9K
New
$29.0 - $31.6 $1.24M - $1.35M
42.9K $1.25B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.84K
New
$370.24 - $418.94 $1.05M - $1.19M
2.84K $1.14B
MAR
Marriott International Inc

Consumer Cyclical
3.85K
New
$246.06 - $292.59 $948K - $1.13M
3.85K $1.08B
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.8K
New
$22.4 - $68.28 $1.03M - $3.13M
45.8K $1.06B
Veralto Corp
9.94K
New
N/A
9.94K $1.01B
DFAT
Dimensional ETF Tr U S Target

ETFs
18.1K
New
$54.54 - $61.04 $988K - $1.11M
18.1K $1.01B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.4K
New
$40.38 - $44.35 $862K - $947K
21.4K $874M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.98K
New
$278.19 - $315.36 $829K - $939K
2.98K $857M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
13.8K
New
$52.1 - $57.26 $718K - $789K
13.8K $719M
AMZN
Amazon Com Inc

Consumer Cyclical
2.94K
New
$180.88 - $232.93 $531K - $684K
2.94K $644M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.23K
New
$481.22 - $538.17 $593K - $664K
1.23K $631M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.86K
New
$174.22 - $187.62 $498K - $536K
2.86K $501M
VEA
Vanguard Ftse Developed Market

ETFs
10.4K
New
$47.57 - $52.44 $493K - $543K
10.4K $495M
ADP
Automatic Data Processing Inc

Industrials
1.67K
New
$280.08 - $307.97 $467K - $514K
1.67K $489M
DIS
Walt Disney CO

Communication Services
4.33K
New
$92.39 - $117.6 $400K - $510K
4.33K $483M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
25.9K
New
$18.41 - $40.87 $477K - $1.06M
25.9K $479M
UNP
Union Pacific Corp

Industrials
1.71K
New
$223.15 - $249.32 $381K - $426K
1.71K $390M
IWM
Ishares Russell 2000 ETF

ETFs
1.74K
New
$216.13 - $242.4 $375K - $421K
1.74K $383M
INTU
Intuit Inc

Technology
609
New
$602.01 - $706.25 $367K - $430K
609 $383M
VB
Vanguard Small Cap ETF

ETFs
1.48K
New
$233.76 - $261.58 $346K - $388K
1.48K $356M
PSLV
Sprott Physical Silver Trust

Financial Services
34.2K
New
$9.65 - $11.76 $330K - $402K
34.2K $330M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.51K
New
$126.68 - $134.74 $318K - $338K
2.51K $320M
JNJ
Johnson & Johnson

Healthcare
2.19K
New
$143.34 - $165.86 $313K - $363K
2.19K $316M
MSFT
Microsoft Corp

Technology
747
New
$406.35 - $454.46 $304K - $339K
747 $315M
JPM
Jpmorgan Chase & CO

Financial Services
1.3K
New
$205.18 - $250.29 $266K - $324K
1.3K $311M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.9K
New
$27.54 - $83.04 $300K - $904K
10.9K $302M
SYK
Stryker Corp

Healthcare
805
New
$345.14 - $392.15 $278K - $316K
805 $290M
COST
Costco Wholesale Corp

Consumer Defensive
300
New
$873.59 - $994.69 $262K - $298K
300 $275M
EMR
Emerson Electric CO

Industrials
2.22K
New
$108.13 - $134.33 $240K - $298K
2.22K $275M
IWC
Russell Micro Cap ETF

ETFs
2.07K
New
$120.3 - $138.84 $249K - $287K
2.07K $269M
HD
Home Depot, Inc.

Consumer Cyclical
672
New
$385.02 - $431.37 $259K - $290K
672 $261M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.84K
New
$90.66 - $99.46 $257K - $282K
2.84K $258M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.35K
New
$155.96 - $188.66 $210K - $254K
1.35K $251M
QCOM
Qualcomm Inc

Technology
1.6K
New
$150.4 - $178.04 $241K - $285K
1.6K $246M
CW
Curtiss Wright Corp

Industrials
624
New
$335.08 - $389.49 $209K - $243K
624 $221M
UNH
Unitedhealth Group Inc

Healthcare
428
New
$485.52 - $625.25 $208K - $268K
428 $217M
BA
Boeing CO

Industrials
1.21K
New
$138.14 - $180.72 $166K - $218K
1.21K $213M
Activity Summary
Buys All Purchases 48 New Holdings 48 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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