account_balance
Investment manager · 13F filer · SEC CIK 2111587
Donalies Financial Planning, LLC
Reported value$136Mas of Sep 30, 2026
Positions78 4 new, 4 sold out
Top 10 weight50.2%DFAC alone is 11%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
10.9%
VOOVanguard Index FDS
10.7%
DFSUDimensional ETF Trust
4.5%Trimmed −3%
VEAVanguard Tax-Managed FDS
4.3%
AAPLApple Inc.
3.8%
VTIVanguard Index FDS
3.6%
DFCFDimensional ETF Trust
3.3%Added +8%
DFSIDimensional ETF Trust
3.3%
AMZNAmazon.com Inc
3.1%
VTVVanguard Index FDS
2.7%
DFAUDimensional ETF Trust
2.7%Added +5%
BNDVanguard Bd Index FDS
2.6%
DFACDimensional ETF Trust
10.9%
VOOVanguard Index FDS
10.7%
DFSUDimensional ETF Trust
4.5%−3%
VEAVanguard Tax-Managed FDS
4.3%
AAPLApple Inc.
3.8%
VTIVanguard Index FDS
3.6%
DFCFDimensional ETF Trust
3.3%
DFSIDimensional ETF Trust
3.3%
AMZNAmazon.com Inc
3.1%
VTV2.7%
DFAU2.7%
BND2.6%
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 10.9% Held
VOO Vanguard Index FDS 10.7% Held
DFSU Dimensional ETF Trust 4.5% Trimmed −3%
VEA Vanguard Tax-Managed FDS 4.3% Held
AAPL Apple Inc. 3.8% HeldVTI Vanguard Index FDS 3.6% Held
DFCF Dimensional ETF Trust 3.3% Added +8%
DFSI Dimensional ETF Trust 3.3% Held
AMZN Amazon.com Inc 3.1% HeldVTV Vanguard Index FDS 2.7% Held
DFAU Dimensional ETF Trust 2.7% Added +5%
BND Vanguard Bd Index FDS 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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