StockDriftsStockDriftsTop 50 Kane Co Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 15.71% | 479.3K | $18.6M | -0.84%(-4.07K) | $39.08(+10.59%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.17% | 285.7K | $12.1M | +5.48%(+14.85K) | $42.65(-0.95%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.91% | 197.3K | $7.0M | +1.63%(+3.16K) | $33.65(+13.19%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.51% | 136.3K | $6.5M | +0.23%(+308) | $48.07(-0.37%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.63% | 49.7K | $5.5M | +3.61%(+1.73K) | $100.95(+16.71%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.29% | 145.1K | $5.1M | +5.53%(+7.60K) | $32.45(+13.22%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.94% | 137.6K | $4.7M | -3.84%(-5.50K) | $32.05(+17.05%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.74% | 62.4K | $4.4M | +0.86%(+534) | $69.08(+10.75%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 3.14% | 74.1K | $3.7M | -1.46%(-1.10K) | $50.30(+0.25%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.08% | 105.7K | $3.7M | +6.05%(+6.03K) | $32.65(+23.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.23% | +16.51% |
| Top 20 Holdings Unweighted | +7.55% | +24.42% |
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