StockDriftsStockDriftsTop 50 Ml & R Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 29.02% | 2.22M | $126.3M | -5.36%(-125.56K) | — | 2024-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 19.94% | 2.12M | $86.8M | -5.35%(-119.99K) | — | 2024-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 10.17% | 813.3K | $44.3M | -5.65%(-48.70K) | — | 2024-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 10.08% | 703.7K | $43.9M | -6.42%(-48.31K) | — | 2024-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.96% | 823.6K | $30.3M | -7.86%(-70.29K) | — | 2024-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.05% | 688.0K | $22.0M | -18.59%(-157.13K) | — | 2024-03-31 | |
| IWB | ISHARES TR | 3.04% | 45.9K | $13.2M | -0.55%(-256) | — | 2024-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 1.13% | 54.9K | $4.9M | -35.81%(-30.61K) | — | 2024-03-31 | |
| IWR | ISHARES TR | 1.02% | 52.8K | $4.4M | +0.00%(+0) | — | 2024-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 0.91% | 156.2K | $4.0M | -10.86%(-19.03K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ml & R Wealth Management Llc reports $435.18M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (29.0%), DFUV (19.9%) and DFAT (10.2%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ml & R Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903320). View Ml & R Wealth Management Llc’s 13F filings on SEC