Market Street Wealth Management Advisors Llc Activity Analysis: Q2 2026 Portfolio Changes
This analysis examines the significant purchases and sales observed in Market Street Wealth Management Advisors Llc's portfolio during the second quarter of 2026.
As reported by InsiderSet, Market Street Wealth Management Advisors Llc, a prominent financial institution, saw its portfolio holdings undergo notable changes during the second quarter of 2026.
The investor's focus appears heavily weighted towards Dimensional Fund ETFs. Among these, DFCF (VANGUARD INDEX FDS (DFCF)) showed a modest increase in shares (+3.26%), while DFSD (DIMENSIONAL ETF TRUST (DFSD)) and DUSBS (DIMENSIONAL ETF TRUST (DUSB)) also increased their shareholdings by 2.08% and 6.77%, respectively.
In contrast, the Dimensional fund DFAE (DIMENSIONAL ETF TRUST (DFAE)) experienced a slight decrease in its portfolio allocation (-3.23%), reflecting an inverse change compared to the previous quarter.
The most striking increase was observed in VUG (VANGUARD INDEX FDS (VUG)). Market Street significantly boosted its position in this fund, adding 504.51% more shares during the quarter.
Conversely, BNDX (VANGUARD CHARLOTTE FDS (BNDX)) saw a reduction in its allocation (-9.13%), and the fund FNDX (SCHWAB STRATEGIC TR (FNDX)) was completely liquidated from the portfolio, representing a -100% change.
The investor also initiated new positions in several funds this quarter. Notably, they added exposure to IWF (ISHARES TR (IWF)) and VGT (VANGUARD WORLD FD (VGT)). Furthermore, they established new holdings in funds like GILD, BSVO, and DFAC.