Donalies Financial Planning, LLC ETF holdings
Washington, DC
Reported $115.0M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$115.0M
ETFs held
59
Change from prior quarter
+15.4%
With price moves
ETFs as a share of its 13F
84.7%
of $135.7M
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $14.7M | 330,465 | +10,297 shares |
| VOO | Vanguard S&P 500 ETF | $14.3M | 20,836 | −264 shares |
| DFSU | Dimensional US Sustainability Core 1 ETF | $6.2M | 132,972 | −2,152 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $5.9M | 83,096 | −789 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $4.8M | 12,956 | −55 shares |
| DFSI | Dimensional International Sustainability Core 1 ETF | $4.5M | 100,617 | −1,372 shares |
| DFCF | Dimensional Core Fixed Income ETF | $4.4M | 104,950 | +12,506 shares |
| VTV | Vanguard Morningstar Value ETF | $3.8M | 17,289 | +666 shares |
| BND | Vanguard Total Bond Market ETF | $3.7M | 50,403 | +440 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $3.5M | 95,945 | +151 shares |
49 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002111587. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Donalies Financial Planning, LLC own?
Donalies Financial Planning, LLC reported 59 ETF positions worth $115.0M in its Form 13F for June 30, 2026. The largest was DFAC, at $14.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.