StockDriftsStockDriftsTop 24 Heffernan Advisory, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 45.89% | 1.17M | $49.5M | +1.68%(+19.39K) | $42.66(-0.97%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.93% | 275.4K | $10.7M | +7.95%(+20.29K) | $39.09(+10.56%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 9.89% | 147.9K | $10.7M | +8.04%(+11.00K) | $72.79(+10.26%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.69% | 150.6K | $7.2M | +9.78%(+13.41K) | $48.06(-0.35%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.84% | 177.2K | $6.3M | +7.23%(+11.95K) | $33.72(+12.95%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 4.46% | 91.7K | $4.8M | +10.39%(+8.63K) | $53.23(-1.18%) | 2026-03-31 | |
| LVHD | LEGG MASON ETF INVT | 3.55% | 90.0K | $3.8M | +1.69%(+1.49K) | $40.62(+3.89%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.49% | 77.7K | $2.7M | +7.12%(+5.16K) | $32.66(+23.74%) | 2026-03-31 | |
| DGCB | DIMENSIONAL ETF TRUST | 2.34% | 46.7K | $2.5M | +10.87%(+4.58K) | $54.78(-0.39%) | 2026-03-31 | |
| UTES | ETFIS SER TR I | 1.49% | 20.1K | $1.6M | +0.00%(+0) | $81.19(-2.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.60% | -4.73% |
| Top 20 Holdings Unweighted | -6.01% | -16.96% |
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