StockDriftsStockDriftsTop 50 Lauterbach Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.28% | 1.23M | $47.7M | -1.85%(-23.15K) | $27.69(+57.06%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.88% | 389.5K | $24.3M | -1.71%(-6.76K) | $46.21(+43.37%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.42% | 447.4K | $15.2M | -2.89%(-13.32K) | $25.68(+45.89%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.73% | 261.3K | $13.8M | -2.95%(-7.94K) | $32.97(+68.49%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 6.11% | 258.3K | $12.5M | -0.95%(-2.48K) | $31.86(+65.74%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 4.14% | 334.4K | $8.5M | -1.22%(-4.13K) | $18.12(+50.91%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.04% | 28.1K | $8.3M | -1.80%(-517) | $161.38(+85.84%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.72% | 107.3K | $7.6M | +0.66%(+708) | $58.98(+37.95%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 1.88% | 34.8K | $3.8M | +3.77%(+1.26K) | $87.84(+35.21%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.82% | 21.3K | $3.7M | +0.00%(+0) | $20.99(+1023.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.42% | +53.74% |
| Top 20 Holdings Unweighted | +16.62% | +58.61% |
Sign up free to track Lauterbach Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.