StockDriftsStockDriftsTop 24 Wheels Up Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 27.65% | 756.9K | $29.4M | +0.78%(+5.85K) | $39.08(+13.23%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 14.3% | 360.3K | $15.2M | +0.45%(+1.63K) | $42.66(-1.10%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 10.87% | 214.2K | $11.6M | +2.41%(+5.05K) | $54.80(-0.79%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 10.61% | 101.5K | $11.3M | +2.55%(+2.53K) | $110.27(+15.25%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.69% | 260.0K | $9.2M | -1.04%(-2.72K) | $33.63(+11.85%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.19% | 52.6K | $4.5M | -6.92%(-3.91K) | $80.61(+11.55%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.41% | 105.0K | $3.6M | -2.10%(-2.26K) | $32.58(+20.89%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 3.23% | 83.7K | $3.4M | -0.37%(-313) | $42.95(+9.26%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 3.04% | 77.9K | $3.2M | +0.78%(+603) | $42.00(-1.38%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.5% | 33.0K | $2.7M | -7.56%(-2.70K) | $76.06(+21.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.84% | -5.41% |
| Top 20 Holdings Unweighted | -7.92% | -21.93% |
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