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Disclosed positions
Everest Private Wealth: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- DIMENSIONAL ETF TRUST
- Ticker
- DFUS
- Class
- US EQUI MARK ETF
- Reported value
- $56,258,259
- Reported amount
- 686,579
- 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: 0001951757-26-001148Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open 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
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| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $56,258,259 | 686,579 | SH | None |
| GOLDMAN SACHS ETF TR | GBIL | ACCES TREASURY | $26,322,749 | 262,807 | SH | None |
| EA SERIES TRUST | AAEQ | ALPHA ARCHITECT | $19,995,183 | 375,942 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $17,690,078 | 50,067 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $15,827,560 | 44,289 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $10,581,655 | 52,884 | SH | None |
| APPLE INC | AAPL | COM | $7,676,195 | 26,528 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $7,126,658 | 10,376 | SH | None |
| RBB FD INC | CPAG | F M CO US AG ETF | $6,685,333 | 65,135 | SH | None |
| EA SERIES TRUST | AAUA | ALPHA ARCHITECT | $6,351,347 | 111,578 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,191,597 | 25,978 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $5,562,015 | 65,060 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $5,187,626 | 30,537 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,030,851 | 13,487 | SH | None |
| BROADCOM INC | AVGO | COM | $4,936,059 | 13,067 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $4,931,957 | 51,676 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $4,793,054 | 108,049 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,725,829 | 12,771 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $3,163,125 | 4,375 | SH | None |
| GOLDMAN SACHS ETF TR | GSLC | ACTIVEBETA US LG | $2,897,678 | 20,422 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $2,496,289 | 59,820 | SH | None |
| VISA INC | V | COM CL A | $2,478,139 | 7,223 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $2,461,322 | 11,294 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $2,312,756 | 10,870 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $2,105,786 | 61,708 | SH | None |
| SYNOPSYS INC | SNPS | COM | $1,634,847 | 3,665 | SH | None |
| ORACLE CORP | ORCL | COM | $1,539,508 | 10,505 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,380,242 | 2,376 | SH | None |
| TESLA INC | TSLA | COM | $1,293,766 | 3,076 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,285,095 | 1,716 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,274,336 | 1,104 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $1,229,180 | 17,006 | SH | None |
| ISHARES TR | IJS | SP SMCP600VL ETF | $1,123,025 | 8,216 | SH | None |
| META PLATFORMS INC | META | CL A | $1,100,669 | 1,954 | SH | None |
| INVESCO EXCH TRADED FD TR II | EQAL | RUSEL 1000 EQL | $1,006,900 | 16,993 | SH | None |
| SOUND POINT MERIDIAN CAP INC | SPMC | COMMON STOCK | $994,326 | 100,437 | SH | None |
| CISCO SYS INC | CSCO | COM | $989,131 | 8,421 | SH | None |
| WISDOMTREE TR | DGS | EMG MKTS SMCAP | $878,833 | 13,581 | SH | None |
| PGIM ETF TR | PULS | PGIM ULTRA SH BD | $859,662 | 17,349 | SH | None |
| WALMART INC | WMT | COM | $647,281 | 5,715 | SH | None |
| GOLDMAN SACHS ETF TR | GSST | ULTR SHOR BD ETF | $634,323 | 12,542 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $632,030 | 10,716 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $621,865 | 7,219 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $615,980 | 1,231 | SH | None |
| ELI LILLY & CO | LLY | COM | $612,909 | 511 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $566,281 | 1,730 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $551,215 | 863 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $527,015 | 10,882 | SH | None |
| SALESFORCE INC | CRM | COM | $524,811 | 3,350 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $451,308 | 3,776 | SH | None |
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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. 0 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.