account_balance
Investment manager · 13F filer · SEC CIK 1956649
Daner Wealth Management, LLC
Reported value$181Mas of Sep 30, 2026
Positions101 10 new, 5 sold out
Top 10 weight63.8%DFAC alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
15.1%Added +6%
OMFLInvesco Exch TRD SLF Idx Fd
8.0%Trimmed −8%
VVVanguard Index FDS
7.7%Trimmed −4%
DFCFDimensional ETF Trust
7.1%Added +3%
VOVanguard Index FDS
5.8%
DFASDimensional ETF Trust
5.8%Trimmed −3%
IEFAiShares Tr
4.2%Trimmed −5%
GTOInvesco Actively Managed Exc
3.8%Added +15%
IVViShares Tr
3.3%−4%
GSYInvesco Actively Managed Exc
3.0%
DFAEDimensional ETF Trust
2.3%−4%
IWRiShares Tr
2.1%−5%
DFACDimensional ETF Trust
15.1%Added +6%
OMFLInvesco Exch TRD SLF Idx Fd
8.0%−8%
VVVanguard Index FDS
7.7%
DFCFDimensional ETF Trust
7.1%
VOVanguard Index FDS
5.8%
DFASDimensional ETF Trust
5.8%
IEFAiShares Tr
4.2%
GTOInvesco Actively Managed Exc
3.8%
IVV3.3%
GSY3.0%
DFAE
IWR2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 15.1% Added +6%
OMFL Invesco Exch TRD SLF Idx Fd 8.0% Trimmed −8%
VV Vanguard Index FDS 7.7% Trimmed −4%
DFCF Dimensional ETF Trust 7.1% Added +3%
VO Vanguard Index FDS 5.8% Held
DFAS Dimensional ETF Trust 5.8% Trimmed −3%
IEFA iShares Tr 4.2% Trimmed −5%
GTO Invesco Actively Managed Exc 3.8% Added +15%
IVV iShares Tr 3.3% Trimmed −4%
GSY Invesco Actively Managed Exc 3.0% Held
DFAE Dimensional ETF Trust 2.3% Trimmed −4%
IWR iShares Tr 2.1% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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