Institutional Manager · CIK 0002109915
Kane Co Wealth Management, Inc.
JOHNSTON, IA · File #028-26102
Latest AUM
$113.4M
Positions
50
Top-10 Concentration
61.3%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | DIMENSIONAL ETF TRUST | 25434V708 | +483,347 | +$19.1M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V872 | +270,870 | +$11.5M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V799 | +194,120 | +$6.7M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V864 | +136,041 | +$6.5M | $0 |
| NEW | AMERICAN CENTY ETF TR | 025072877 | +47,944 | +$4.9M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V880 | +143,101 | +$4.7M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V815 | +137,524 | +$4.5M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V500 | +61,890 | +$4.3M | $0 |
| NEW | WISDOMTREE TR | WT | +75,181 | +$3.8M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V781 | +89,488 | +$3.4M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202550 pos · $113.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 483,347 | $19.1M | 16.88% |
| 2 | DIMENSIONAL ETF TRUST | 25434V872 | 270,870 | $11.5M | 10.17% |
| 3 | DIMENSIONAL ETF TRUST | 25434V799 | 194,120 | $6.7M | 5.90% |
| 4 | DIMENSIONAL ETF TRUST | 25434V864 | 136,041 | $6.5M | 5.75% |
| 5 | AMERICAN CENTY ETF TR | 025072877 | 47,944 | $4.9M | 4.31% |
| 6 | DIMENSIONAL ETF TRUST | 25434V880 | 143,101 | $4.7M | 4.13% |
| 7 | DIMENSIONAL ETF TRUST | 25434V815 | 137,524 | $4.5M | 3.99% |
| 8 | DIMENSIONAL ETF TRUST | 25434V500 | 61,890 | $4.3M | 3.80% |
| 9 | WISDOMTREE TR | WT | 75,181 | $3.8M | 3.34% |
| 10 | DIMENSIONAL ETF TRUST | 25434V781 | 89,488 | $3.4M | 3.00% |
| 11 | DIMENSIONAL ETF TRUST | 25434V732 | 99,696 | $3.3M | 2.91% |
| 12 | DIMENSIONAL ETF TRUST | 25434V609 | 53,777 | $3.2M | 2.82% |
| 13 | DIMENSIONAL ETF TRUST | 25434V104 | 64,334 | $3.0M | 2.66% |
| 14 | AMERICAN CENTY ETF TR | 025072349 | 38,662 | $2.9M | 2.58% |
| 15 | DIMENSIONAL ETF TRUST | 25434V401 | 38,142 | $2.8M | 2.49% |
| 16 | DIMENSIONAL ETF TRUST | 25434V765 | 76,189 | $2.4M | 2.13% |
| 17 | DIMENSIONAL ETF TRUST | 25434V724 | 47,954 | $2.2M | 1.97% |
| 18 | AMERICAN CENTY ETF TR | 025072885 | 19,128 | $2.1M | 1.89% |
| 19 | DIMENSIONAL ETF TRUST | 25434V203 | 54,668 | $2.1M | 1.84% |
| 20 | DIMENSIONAL ETF TRUST | 25434V831 | 44,917 | $1.7M | 1.51% |