Kane Co Wealth Management, Inc.
51 holdingsFiling period: 2026-03-31Current AUM: $128.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 479.3K | $18.6M | $21.3M | 16.61% | -4,068 | 2026-03-31 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 285.7K | $12.1M | $11.9M | 9.24% | +14.8K | 2026-03-31 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 197.3K | $7.0M | $7.5M | 5.85% | +3.2K | 2026-03-31 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 136.3K | $6.5M | $6.5M | 5.03% | +308 | 2026-03-31 |
| 5 | AVUV | AMERICAN CENTY ETF TR | 49.7K | $5.5M | $6.2M | 4.85% | +1.7K | 2026-03-31 |
| 6 | DFSV | DIMENSIONAL ETF TRUST | 145.1K | $5.1M | $5.8M | 4.48% | +7.6K | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 137.6K | $4.7M | $5.0M | 3.91% | -5,500 | 2026-03-31 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 62.4K | $4.4M | $5.1M | 3.94% | +534 | 2026-03-31 |
| 9 | USFR | WISDOMTREE TR | 74.1K | $3.7M | $3.7M | 2.91% | -1,098 | 2026-03-31 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 105.7K | $3.7M | $4.0M | 3.10% | +6.0K | 2026-03-31 |
| 11 | DISV | DIMENSIONAL ETF TRUST | 88.2K | $3.5M | $3.7M | 2.91% | -1,264 | 2026-03-31 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | 52.6K | $3.3M | $3.7M | 2.90% | -1,145 | 2026-03-31 |
| 13 | AVLV | AMERICAN CENTY ETF TR | 39.5K | $3.2M | $3.6M | 2.84% | +852 | 2026-03-31 |
| 14 | DFAU | DIMENSIONAL ETF TRUST | 61.4K | $2.8M | $3.2M | 2.48% | -2,893 | 2026-03-31 |
| 15 | DIHP | DIMENSIONAL ETF TRUST | 83.5K | $2.7M | $2.9M | 2.25% | +7.3K | 2026-03-31 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | 37.0K | $2.6M | $3.0M | 2.35% | -1,165 | 2026-03-31 |
| 17 | AVUS | AMERICAN CENTY ETF TR | 22.2K | $2.5M | $2.8M | 2.20% | +3.0K | 2026-03-31 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | 45.1K | $2.2M | $2.5M | 1.95% | -2,804 | 2026-03-31 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | 54.9K | $2.0M | $2.3M | 1.76% | +9.9K | 2026-03-31 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | 51.4K | $2.0M | $2.2M | 1.68% | -3,292 | 2026-03-31 |
| 21 | DFNM | DIMENSIONAL ETF TRUST | 37.3K | $1.8M | $1.8M | 1.38% | +9.5K | 2026-03-31 |
| 22 | DFIS | DIMENSIONAL ETF TRUST | 49.8K | $1.7M | $1.8M | 1.39% | -191 | 2026-03-31 |
| 23 | DFGP | DIMENSIONAL ETF TRUST | 25.0K | $1.4M | $1.3M | 1.04% | +2.7K | 2026-03-31 |
| 24 | DFAE | DIMENSIONAL ETF TRUST | 37.2K | $1.3M | $1.4M | 1.09% | +476 | 2026-03-31 |
| 25 | DFEV | DIMENSIONAL ETF TRUST | 32.2K | $1.2M | $1.3M | 1.00% | +443 | 2026-03-31 |
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