Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LIBERTY WEALTH MANAGEMENT LLC (CIK 1769302) reported $800.4M across 268 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($32.5M, 4.06%), DFAC ($31.4M, 3.92%), IVW ($30.1M, 3.76%), DYNF ($28.9M, 3.61%), IVV ($28.8M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $32.5M | 4.06% | 719,165 | Hold |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $31.4M | 3.92% | 806,981 | Hold |
| 3 | IVW | ISHARES TR | $30.1M | 3.76% | 266,207 | Hold |
| 4 | DYNF | BLACKROCK ETF TRUST | $28.9M | 3.61% | 496,452 | Hold |
| 5 | IVV | ISHARES CORE S&P 500 | $28.8M | 3.60% | 44,109 | Hold |
| 6 | DFCF | DIMENSIONAL CORE FIXED | $28.8M | 3.60% | 681,228 | Hold |
| 7 | AAPL | APPLE INC | $28.4M | 3.54% | 111,781 | Hold |
| 8 | IVE | ISHARES TR | $27.2M | 3.40% | 128,765 | Hold |
| 9 | QUAL | ISHARES TR | $26.9M | 3.35% | 139,989 | Hold |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $25.8M | 3.22% | 701,173 | Hold |
| 11 | DFGX | DIMENSIONAL | $20.3M | 2.54% | 387,348 | Hold |
| 12 | IEMG | ISHARES CORE MSCI | $18.6M | 2.33% | 266,950 | Hold |
| 13 | NVDA | NVIDIA CORPORATION | $17.7M | 2.22% | 101,654 | Hold |
| 14 | IUSB | ISHARES CORE UNIVERSAL | $15.8M | 1.98% | 342,830 | Hold |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $15.6M | 1.95% | 439,135 | Hold |
| 16 | VTI | VANGUARD INDEX FDS | $14.8M | 1.85% | 46,256 | Hold |
| 17 | DFSD | DIMENSIONAL ETF TRUST | $14.8M | 1.85% | 309,664 | Hold |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $14.4M | 1.80% | 368,908 | Hold |
| 19 | DFLV | DIMENSIONAL ETF TRUST | $13.7M | 1.71% | 382,353 | Hold |
| 20 | EFV | ISHARES MSCI EAFE VALUE | $12.1M | 1.52% | 162,787 | Hold |
| 21 | MTUM | ISHARES TR | $9.2M | 1.15% | 38,474 | Hold |
| 22 | TLH | ISHARES 10-20 YEAR | $8.8M | 1.11% | 87,815 | Hold |
| 23 | VEU | VANGUARD FTSE ALL-WORLD | $8.6M | 1.08% | 114,712 | Hold |
| 24 | DFAT | DIMENSIONAL ETF TRUST | $8.4M | 1.05% | 134,174 | Hold |
| 25 | THRO | BLACKROCK ETF TRUST | $8.3M | 1.04% | 228,895 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30