StockDriftsStockDriftsTop 19 Babb Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | 22.41% | 1.21M | $41.0M | -0.10%(-1.26K) | $26.43(+41.71%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 18% | 847.3K | $32.9M | +3.90%(+31.78K) | $35.17(+23.66%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 14.96% | 438.2K | $27.4M | +2.25%(+9.64K) | $55.99(+18.33%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 11.77% | 303.5K | $21.5M | +3.98%(+11.62K) | $64.32(+26.49%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.68% | 462.9K | $19.5M | +7.21%(+31.11K) | $42.30(-0.24%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 6.79% | 236.8K | $12.4M | +9.09%(+19.74K) | $53.16(-0.91%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 5.84% | 210.5K | $10.7M | -6.92%(-15.65K) | $50.71(+0.28%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.46% | 132.0K | $6.3M | +5.71%(+7.13K) | $47.59(+0.60%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 1.43% | 63.7K | $2.6M | +8.06%(+4.75K) | $38.96(+18.25%) | 2026-03-31 | |
| DFAW | DIMENSIONAL ETF TRUST | 1.16% | 28.8K | $2.1M | +5.30%(+1.45K) | $63.71(+28.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.41% |
| Top 20 Holdings Unweighted | +9.36% | +30.79% |
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