§ 13F · FUND PROFILE
HEFFERNAN ADVISORY, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 27Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$104.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 1.15M | $49.0T | 46.9% | NEW |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 255K | $10.1T | 9.7% | NEW |
| 3 | DCOR | DIMENSIONAL ETF TRUST | 137K | $10.1T | 9.6% | NEW |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 137K | $6.6T | 6.3% | NEW |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 165K | $5.7T | 5.5% | NEW |
| 6 | DFGX | DIMENSIONAL ETF TRUST | 83K | $4.4T | 4.2% | NEW |
| 7 | LVHD | LEGG MASON ETF INVT | 88K | $3.5T | 3.4% | NEW |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 73K | $2.4T | 2.3% | NEW |
| 9 | DGCB | DIMENSIONAL ETF TRUST | 42K | $2.3T | 2.2% | NEW |
| 10 | UTES | ETFIS SER TR I | 20K | $1.6T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEFFERNAN SIGNAL
AC read
HEFFERNAN ADVISORY, INC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed