account_balance
Investment manager · 13F filer · SEC CIK 2109850
marrick wealth, LLC
Reported value$142Mas of Sep 30, 2026
Positions62 1 new, 1 sold out
Top 10 weight74.2%DFAC alone is 24%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
24.1%
DFAXDimensional ETF Trust
17.1%
AVUSAmerican Centy ETF Tr
10.1%Trimmed −4%
AVDEAmerican Centy ETF Tr
5.9%Added +8%
DFCFDimensional ETF Trust
5.5%Added +2%
DFGPDimensional ETF Trust
3.3%
DFICDimensional ETF Trust
2.1%+2%
AVIGAmerican Centy ETF Tr
2.1%
AVEMAmerican Centy ETF Tr
2.0%
DFUSDimensional ETF Trust
2.0%+198%
AVRE1.7%
AAPLDFACDimensional ETF Trust
24.1%
DFAXDimensional ETF Trust
17.1%
AVUSAmerican Centy ETF Tr
10.1%Trimmed −4%
AVDE5.9%
DFCFDimensional ETF Trust
5.5%+2%
DFGP3.3%
DFIC
AVIG
AVEM
DFUS
AVRE
AAPLBoxes 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 24.1% Held
DFAX Dimensional ETF Trust 17.1% Held
AVUS American Centy ETF Tr 10.1% Trimmed −4%
AVDE American Centy ETF Tr 5.9% Added +8%
DFCF Dimensional ETF Trust 5.5% Added +2%
DFGP Dimensional ETF Trust 3.3% Held
DFIC Dimensional ETF Trust 2.1% Added +2%
AVIG American Centy ETF Tr 2.1% Added +16%
AVEM American Centy ETF Tr 2.0% Added +9%
DFUS Dimensional ETF Trust 2.0% Added +198%
AVRE American Centy ETF Tr 1.7% Added +4%
AAPL Apple Inc. 1.6% Added +3%What changed
Biggest moves since Jun 30, 2026
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