StockDriftsStockDriftsTop 40 Core Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 36.37% | 3.05M | $118.7M | +0.85%(+25.86K) | $24.26(+78.17%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 24.92% | 2.39M | $81.3M | -0.20%(-4.87K) | $21.22(+76.81%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 22.92% | 1.77M | $74.8M | +3.35%(+57.40K) | $41.71(+1.27%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.52% | 485.4K | $11.5M | +1.56%(+7.45K) | $21.37(+20.75%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.24% | 253.7K | $10.6M | +5.42%(+13.05K) | $41.13(+2.52%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 2.03% | 138.3K | $6.6M | +0.43%(+587) | $47.53(+1.35%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 0.92% | 32.4K | $3.0M | -2.49%(-826) | $74.45(+27.39%) | 2026-03-31 | |
| AGG | ISHARES TR | 0.73% | 24.1K | $2.4M | +0.00%(+0) | $99.04(-0.37%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 0.73% | 46.8K | $2.4M | +114.33%(+24.96K) | $50.66(+0.36%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 0.51% | 48.6K | $1.7M | -3.54%(-1.79K) | $23.42(+72.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.63% | +31.77% |
| Top 20 Holdings Unweighted | +7.53% | +24.34% |
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