HEFFERNAN ADVISORY, INC - Portfolio overview

HEFFERNAN ADVISORY, INC has 24 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFCF - DIMENSIONAL ETF TRUST, 45.89%
2. DFAC - DIMENSIONAL ETF TRUST, 9.93%
3. DCOR - DIMENSIONAL ETF TRUST, 9.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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