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Size ($ in 1000's)
At 03/31/2024: $172,363
At 12/31/2023: $158,797
Walden Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Walden Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Walden Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Walden Wealth Partners LLC.
In the Walden Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Walden Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Walden Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
842,837 |
+43,441 |
$26,356 | | DFAC | 842,837 | +43,441 | $26,356 | | MICROSOFT CORP |
46,986 |
-203 |
$19,634 | | MSFT | 46,986 | -203 | $19,634 | | ISHARES TR (AGG) |
114,021 |
+11,780 |
$11,078 | | AGG | 114,021 | +11,780 | $11,078 | | DIMENSIONAL ETF TRUST (DFUS) |
165,758 |
+1,829 |
$9,258 | | DFUS | 165,758 | +1,829 | $9,258 | | DIMENSIONAL ETF TRUST (DIHP) |
333,047 |
+25,600 |
$8,852 | | DIHP | 333,047 | +25,600 | $8,852 | | DIMENSIONAL ETF TRUST (DFAU) |
239,921 |
+2,420 |
$8,589 | | DFAU | 239,921 | +2,420 | $8,589 | | VANGUARD WORLD FD (MGV) |
65,163 |
+3,621 |
$7,624 | | MGV | 65,163 | +3,621 | $7,624 | | APPLE INC |
36,785 |
+87 |
$6,210 | | AAPL | 36,785 | +87 | $6,210 | | DIMENSIONAL ETF TRUST (DUHP) |
172,683 |
+11,919 |
$5,336 | | DUHP | 172,683 | +11,919 | $5,336 | | DIMENSIONAL ETF TRUST (DFAX) |
202,465 |
-2,385 |
$5,132 | | DFAX | 202,465 | -2,385 | $5,132 | | VANGUARD INDEX FDS (VUG) |
12,403 |
+808 |
$4,190 | | VUG | 12,403 | +808 | $4,190 | | DIMENSIONAL ETF TRUST (DFAI) |
131,590 |
+7,741 |
$3,932 | | DFAI | 131,590 | +7,741 | $3,932 | | GOLDMAN SACHS ETF TR (GBIL) |
30,087 |
+2,019 |
$3,004 | | GBIL | 30,087 | +2,019 | $3,004 | | ACCENTURE PLC IRELAND |
8,663 |
UNCH |
$2,863 | | ACN | 8,663 | UNCH | $2,863 | | DIMENSIONAL ETF TRUST (DEHP) |
108,311 |
+8,295 |
$2,707 | | DEHP | 108,311 | +8,295 | $2,707 | | ALPHABET INC |
17,716 |
-650 |
$2,692 | | GOOG | 17,716 | -650 | $2,692 | | PROCTER AND GAMBLE CO |
16,341 |
-1,270 |
$2,540 | | PG | 16,341 | -1,270 | $2,540 |  BERKSHIRE HATHAWAY INC DEL |
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$2,309 | | BRK.B | 5,560 | +24 | $2,309 | | SPDR S&P 500 ETF TR (SPY) |
3,482 |
+1 |
$1,786 | | SPY | 3,482 | +1 | $1,786 | | ADOBE INC |
3,381 |
+7 |
$1,647 | | ADBE | 3,381 | +7 | $1,647 | | VANGUARD MUN BD FDS (VTEB) |
31,168 |
-3,553 |
$1,562 | | VTEB | 31,168 | -3,553 | $1,562 | | DIMENSIONAL ETF TRUST (DFAS) |
21,681 |
-67 |
$1,311 | | DFAS | 21,681 | -67 | $1,311 | | ISHARES TR (IJH) |
21,300 |
+16,802 |
$1,260 | | IJH | 21,300 | +16,802 | $1,260 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
2,122 |
UNCH |
$1,149 | | MDY | 2,122 | UNCH | $1,149 | | VANGUARD INDEX FDS (VTI) |
4,175 |
UNCH |
$1,063 | | VTI | 4,175 | UNCH | $1,063 | | SHERWIN WILLIAMS CO |
3,147 |
UNCH |
$1,038 | | SHW | 3,147 | UNCH | $1,038 | | DIMENSIONAL ETF TRUST (DFSU) |
30,618 |
UNCH |
$1,028 | | DFSU | 30,618 | UNCH | $1,028 | | ISHARES TR (IVW) |
11,907 |
UNCH |
$989 | | IVW | 11,907 | UNCH | $989 | | INVESCO QQQ TR |
2,261 |
UNCH |
$984 | | QQQ | 2,261 | UNCH | $984 | | DIMENSIONAL ETF TRUST (DFAE) |
39,252 |
-1,505 |
$975 | | DFAE | 39,252 | -1,505 | $975 | | SPDR SER TR (SDY) |
6,941 |
UNCH |
$892 | | SDY | 6,941 | UNCH | $892 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
18,759 |
-606 |
$867 | | JCPB | 18,759 | -606 | $867 | | SCHWAB STRATEGIC TR |
10,508 |
UNCH |
$827 | | SCHD | 10,508 | UNCH | $827 | | COSTCO WHSL CORP NEW |
1,172 |
UNCH |
$826 | | COST | 1,172 | UNCH | $826 | | JPMORGAN CHASE & CO |
4,193 |
UNCH |
$820 | | JPM | 4,193 | UNCH | $820 | | JOHNSON & JOHNSON |
5,308 |
UNCH |
$809 | | JNJ | 5,308 | UNCH | $809 | | ISHARES TR (IVV) |
1,324 |
+1 |
$683 | | IVV | 1,324 | +1 | $683 | | MERCK & CO INC |
5,226 |
UNCH |
$667 | | MRK | 5,226 | UNCH | $667 | | COLGATE PALMOLIVE CO |
7,500 |
UNCH |
$656 | | CL | 7,500 | UNCH | $656 | | ALPHABET INC |
4,359 |
UNCH |
$656 | | GOOGL | 4,359 | UNCH | $656 | | MASTERCARD INCORPORATED |
1,395 |
UNCH |
$655 | | MA | 1,395 | UNCH | $655 | | WISDOMTREE TR |
8,250 |
-8 |
$582 | | DLN | 8,250 | -8 | $582 | | BOEING CO |
3,084 |
-757 |
$565 | | BA | 3,084 | -757 | $565 | | NOVO NORDISK A S |
4,479 |
+175 |
$555 | | NVO | 4,479 | +175 | $555 | | WP CAREY INC |
9,851 |
UNCH |
$543 | | WPC | 9,851 | UNCH | $543 | | AMAZON COM INC |
2,800 |
UNCH |
$504 | | AMZN | 2,800 | UNCH | $504 | | DIMENSIONAL ETF TRUST (DFSI) |
15,052 |
UNCH |
$499 | | DFSI | 15,052 | UNCH | $499 | | CDW CORP |
1,973 |
UNCH |
$498 | | CDW | 1,973 | UNCH | $498 | | APPLIED MATLS INC |
2,420 |
UNCH |
$492 | | AMAT | 2,420 | UNCH | $492 | | EATON CORP PLC |
1,500 |
UNCH |
$480 | | ETN | 1,500 | UNCH | $480 |
See Full List: All Stocks Held By Walden Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Walden Wealth Partners LLC
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