StockDriftsStockDriftsTop 50 Pbmares Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 10.86% | 924.7K | $67.0M | +1.40%(+12.74K) | $57.08(+31.62%) | 2025-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.81% | 1.13M | $48.2M | +23.40%(+213.65K) | $42.07(+1.38%) | 2025-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 7.42% | 1.00M | $45.8M | +10.01%(+90.98K) | $34.00(+39.51%) | 2025-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.35% | 1.18M | $45.3M | +6.40%(+70.69K) | $27.95(+43.60%) | 2025-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.56% | 773.5K | $28.1M | +6.08%(+44.33K) | $29.58(+29.76%) | 2025-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.26% | 451.9K | $26.3M | -0.08%(-358) | $46.15(+31.04%) | 2025-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 4.17% | 536.3K | $25.7M | +5.32%(+27.07K) | $47.73(+0.85%) | 2025-09-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.06% | 663.1K | $25.0M | +13.08%(+76.71K) | $30.02(+28.30%) | 2025-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.32% | 444.5K | $20.5M | +1.04%(+4.57K) | $32.96(+51.89%) | 2025-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.66% | 240.0K | $16.4M | +1.99%(+4.69K) | $60.01(+18.62%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.68% | +62.96% |
| Top 20 Holdings Unweighted | +18.01% | +64.35% |
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