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Disclosed positions
LIBERTY WEALTH MANAGEMENT LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- DIMENSIONAL ETF TRUST
- Ticker
- DFAU
- Class
- ETF
- Reported value
- $32,469,951
- Reported amount
- 719,165
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001769302-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| DIMENSIONAL ETF TRUST | DFAU | ETF | $32,469,951 | 719,165 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | ETF | $31,364,444 | 806,981 | SH | None |
| ISHARES TR | IVW | ETF | $30,116,009 | 266,207 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ETF | $28,888,420 | 496,452 | SH | None |
| ISHARES CORE S&P 500 | IVV | CORE S&P500 ETF | $28,817,289 | 44,109 | SH | None |
| DIMENSIONAL CORE FIXED | DFCF | CORE FIXED INCOM | $28,775,232 | 681,228 | SH | None |
| APPLE INC | AAPL | COM | $28,372,827 | 111,781 | SH | None |
| ISHARES TR | IVE | ETF | $27,214,870 | 128,765 | SH | None |
| ISHARES TR | QUAL | ETF | $26,854,089 | 139,989 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | ETF | $25,778,685 | 701,173 | SH | None |
| DIMENSIONAL | DFGX | DIMENSIONAL INTE | $20,324,728 | 387,348 | SH | None |
| ISHARES CORE MSCI | IEMG | CORE MSCI EMKT | $18,622,443 | 266,950 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $17,738,850 | 101,654 | SH | None |
| ISHARES CORE UNIVERSAL | IUSB | CORE UNIVRSL USD | $15,835,412 | 342,830 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | ETF | $15,604,165 | 439,135 | SH | None |
| VANGUARD INDEX FDS | VTI | ETF | $14,840,008 | 46,256 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | ETF | $14,832,843 | 309,664 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | ETF | $14,376,512 | 368,908 | SH | None |
| DIMENSIONAL ETF TRUST | DFLV | ETF | $13,657,328 | 382,353 | SH | None |
| ISHARES MSCI EAFE VALUE | EFV | EAFE VALUE ETF | $12,134,200 | 162,787 | SH | None |
| ISHARES TR | MTUM | ETF | $9,233,314 | 38,474 | SH | None |
| ISHARES 10-20 YEAR | TLH | 10-20 YR TRS ETF | $8,845,269 | 87,815 | SH | None |
| VANGUARD FTSE ALL-WORLD | VEU | ALLWRLD EX US | $8,615,432 | 114,712 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | ETF | $8,379,197 | 134,174 | SH | None |
| BLACKROCK ETF TRUST | THRO | ETF | $8,290,544 | 228,895 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | ETF | $8,014,185 | 248,733 | SH | None |
| ISHARES TR | OEF | ETF | $7,842,370 | 24,656 | SH | None |
| DIMENSIONAL EMERGING | DFEM | EMERGING MKTS CO | $7,428,430 | 214,986 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,194,507 | 19,425 | SH | None |
| BLACKROCK ETF TRUST | BAI | ETF | $6,671,127 | 202,464 | SH | None |
| ISHARES MSCI EAFE GROWTH | EFG | EAFE GRWTH ETF | $6,450,496 | 57,920 | SH | None |
| INVESCO QQQ TR | QQQ | ETF | $5,723,891 | 9,917 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | ETF | $5,605,245 | 142,121 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,604,769 | 26,892 | SH | None |
| ENPHASE ENERGY INC | ENPH | COM | $5,533,040 | 146,338 | SH | None |
| ISHARES TR | MBB | ETF | $5,509,042 | 58,020 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $5,424,472 | 15,869 | SH | None |
| ISHARES TR | IYW | ETF | $5,245,509 | 28,877 | SH | None |
| TESLA INC | TSLA | COM | $5,242,144 | 14,101 | SH | None |
| PIMCO INCOME INSTL | Unresolved | BOND FUNDS | $5,070,898 | 470,399 | SH | None |
| ISHARES CORE MSCI EAFE | IEFA | CORE MSCI EAFE | $5,027,941 | 55,442 | SH | None |
| ISHARES TR | GOVT | ETF | $4,991,811 | 217,888 | SH | None |
| VANGUARD INDEX FDS | VOO | ETF | $4,915,686 | 8,226 | SH | None |
| VANGUARD BD INDEX FDS | BLV | ETF | $4,843,504 | 70,416 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | ETF | $4,668,488 | 7,179 | SH | None |
| ISHARES INC | EMXC | ETF | $4,634,122 | 58,842 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGLT | ETF | $4,625,084 | 83,549 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM | $4,606,129 | 9,992 | SH | None |
| PIMCO INCOME I-3 | Unresolved | NTF BOND FUNDS | $4,586,267 | 425,442 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $4,400,156 | 21,267 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 12 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.