StockDriftsStockDriftsTop 50 Asset Dedication, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.13% | 4.46M | $173.2M | +2.46%(+107.22K) | $28.21(+56.86%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.11% | 2.54M | $158.6M | -2.30%(-59.91K) | $47.14(+47.61%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 6.4% | 2.55M | $91.3M | -3.75%(-99.57K) | $24.09(+71.27%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.01% | 2.48M | $85.8M | -5.05%(-131.99K) | $24.27(+62.25%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.99% | 2.41M | $85.6M | -4.41%(-111.10K) | $26.56(+41.58%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.04% | 1.70M | $57.7M | -13.19%(-257.92K) | $23.60(+55.46%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.37% | 1.22M | $48.2M | -1.40%(-17.39K) | $23.90(+70.58%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 1.86% | 1.36M | $26.5M | -4.07%(-57.70K) | $20.51(-4.77%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.65% | 332.9K | $23.6M | -52.44%(-366.98K) | $52.74(+54.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.28% | 71.9K | $18.2M | -25.56%(-24.68K) | $101.55(+203.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.18% | +44.98% |
| Top 20 Holdings Unweighted | +12.64% | +42.91% |
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