Top 50 Marrick Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 25.61% | 783.8K | $30.5M | -0.80%(-6.31K) | $39.08(+9.24%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 18.66% | 653.0K | $22.2M | +0.16%(+1.07K) | $32.06(+14.73%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 9.03% | 96.6K | $10.7M | +0.75%(+718) | $110.25(+11.67%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.56% | 184.8K | $7.8M | -0.34%(-626) | $42.66(-0.96%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.44% | 76.2K | $6.5M | -0.57%(-436) | $80.61(+10.69%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.03% | 88.8K | $4.8M | +1.39%(+1.22K) | $54.81(-0.86%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.46% | 82.4K | $2.9M | -1.29%(-1.07K) | $33.63(+10.84%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 2.03% | 58.1K | $2.4M | -9.08%(-5.80K) | $42.00(-1.17%) | 2026-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 1.95% | 52.7K | $2.3M | +4.05%(+2.05K) | $44.00(+7.81%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 1.81% | 34.5K | $2.2M | -1.51%(-528) | $58.88(+14.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.27% | +3.86% |
| Top 20 Holdings Unweighted | +0.92% | +2.80% |
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