Top 49 Johnson Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | 21.77% | 1.33M | $45.1M | +4506.64%(+1.30M) | $32.07(+17.01%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 20.19% | 1.08M | $41.8M | +5128.19%(+1.06M) | $39.09(+10.57%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.48% | 317.9K | $13.4M | +15462.11%(+315.89K) | $42.65(-0.95%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.24% | 270.1K | $12.9M | +14764.06%(+268.26K) | $48.06(-0.36%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 5.55% | 226.7K | $11.5M | +13117.61%(+224.97K) | $50.71(+0.25%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.48% | 251.4K | $11.3M | -2.34%(-6.04K) | $46.28(+10.11%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 5.26% | 207.6K | $10.9M | +12303.11%(+205.95K) | $53.25(-1.23%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.13% | 166.4K | $6.5M | +124.47%(+92.25K) | $37.23(+11.85%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.01% | 174.7K | $6.2M | +4888.04%(+171.18K) | $33.68(+13.67%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 2.67% | 115.4K | $5.5M | +24.64%(+22.81K) | $48.07(+0.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.64% | +8.13% |
| Top 20 Holdings Unweighted | +6.81% | +21.85% |
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