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KCWM

Kane Co Wealth Management Portfolio holdings

AUM $132M
This Fund
S&P 500
This Quarter Est. Return
+2.39%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow %
98.69%
Top 10 Hldgs %
61.26%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$18.9M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$11.6M
3
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$6.56M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.48M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 0.86%
2 Industrials 0.49%
3 Consumer Staples 0.21%
4 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$49.2B
$19.1M 16.88%
+483,347
New +$18.9M
DFCF icon
2
Dimensional Core Fixed Income ETF
DFCF
$11B
$11.5M 10.17%
+270,870
New +$11.6M
DFIC icon
3
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$6.69M 5.9%
+194,120
New +$6.48M
DFSD
4
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.23B
$6.52M 5.75%
+136,041
New +$6.56M
AVUV icon
5
Avantis US Small Cap Value ETF
AVUV
$31.2B
$4.89M 4.31%
+47,944
New +$4.8M
DFAX icon
6
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.7B
$4.68M 4.13%
+143,101
New +$4.56M
DFSV
7
Dimensional US Small Cap Value ETF
DFSV
$8.33B
$4.52M 3.99%
+137,524
New +$4.42M
DFAS icon
8
Dimensional US Small Cap ETF
DFAS
$15.7B
$4.31M 3.8%
+61,890
New +$4.27M
USFR icon
9
WisdomTree Floating Rate Treasury Fund
USFR
$18.7B
$3.78M 3.34%
+75,181
New +$3.78M
DISV icon
10
Dimensional International Small Cap Value ETF
DISV
$5.27B
$3.4M 3%
+89,488
New +$3.25M
DFEM icon
11
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
$3.3M 2.91%
+99,696
New +$3.26M
DFAT icon
12
Dimensional US Targeted Value ETF
DFAT
$14.6B
$3.2M 2.82%
+53,777
New +$3.14M
DFAU icon
13
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$3.01M 2.66%
+64,334
New +$2.98M
AVLV icon
14
Avantis US Large Cap Value ETF
AVLV
$19.1B
$2.93M 2.58%
+38,662
New +$2.84M
DFUS
15
Dimensional US Equity ETF
DFUS
$21.5B
$2.83M 2.49%
+38,142
New +$2.8M
DIHP icon
16
Dimensional International High Profitability ETF
DIHP
$6.69B
$2.41M 2.13%
+76,189
New +$2.36M
DFUV icon
17
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$2.23M 1.97%
+47,954
New +$2.18M
AVUS icon
18
Avantis US Equity ETF
AVUS
$14.4B
$2.14M 1.89%
+19,128
New +$2.11M
DFAI
19
Dimensional International Core Equity Market ETF
DFAI
$18.3B
$2.08M 1.84%
+54,668
New +$2.03M
DUHP icon
20
Dimensional US High Profitability ETF
DUHP
$12.7B
$1.71M 1.51%
+44,917
New +$1.7M
DFIS icon
21
Dimensional International Small Cap ETF
DFIS
$5.97B
$1.65M 1.45%
+49,967
New +$1.59M
DFNM icon
22
Dimensional National Municipal Bond ETF
DFNM
$2.28B
$1.34M 1.18%
+27,790
New +$1.34M
DFGP icon
23
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.5B
$1.21M 1.06%
+22,329
New +$1.23M
DFAE icon
24
Dimensional Emerging Core Equity Market ETF
DFAE
$10B
$1.2M 1.06%
+36,768
New +$1.18M
DFEV icon
25
Dimensional Emerging Markets Value ETF
DFEV
$2.12B
$1.07M 0.94%
+31,736
New +$1.05M
1
2

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Kane Co Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Kane Co Wealth Management, which disclosed 50 positions worth $113M. Its ten largest holdings account for 61% of the portfolio.

Its largest position is Dimensional US Core Equity 2 ETF: 483,347 shares worth $19.1M.

By sector, the portfolio is most concentrated in Financials at 0.86% of assets, followed by Industrials and Consumer Staples.

  • Kane Co Wealth Management's largest Q4 2025 buy was Dimensional US Core Equity 2 ETF: 483,347 shares worth $19.1M.
  • Kane Co Wealth Management's ten largest holdings make up 61% of its $113M portfolio in Q4 2025.
  • Kane Co Wealth Management disclosed 50 positions in Q4 2025, its first 13F filing on record.

Based on Kane Co Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.