StockDriftsStockDriftsTop 41 Heritage Wealth Management, Inc./Texas Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 27.11% | 894.6K | $63.4M | +1.30%(+11.49K) | $44.05(+85.25%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 14.25% | 687.9K | $33.3M | +1.81%(+12.20K) | $34.14(+60.67%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 13.2% | 434.3K | $30.9M | +1.68%(+7.18K) | $53.80(+51.56%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.37% | 622.9K | $24.3M | +2.60%(+15.81K) | $30.05(+38.38%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.62% | 311.2K | $13.1M | +3.30%(+9.95K) | $41.74(+1.07%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.36% | 341.3K | $12.5M | +3.58%(+11.78K) | $33.93(+22.57%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.32% | 95.2K | $10.1M | +4.99%(+4.53K) | $104.92(+2.46%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.6% | 83.8K | $8.4M | +1.00%(+832) | $100.54(-0.10%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.59% | 94.7K | $8.4M | +2.76%(+2.54K) | $83.79(+16.98%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.14% | 216.9K | $7.3M | +2.37%(+5.03K) | $25.21(+54.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.25% | +41.42% |
| Top 20 Holdings Unweighted | +12.52% | +42.44% |
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