MS

MASTER'S WEALTH MANAGEMENT INC.

13F
MASTER'S WEALTH MANAGEMENT INC.
Last update 2025-04-25 40 Stocks (2 new)
Value $191.00 Mil Turnover 3 %
Countries:
Top Holdings: DFAC(28.58%)DFAX(17.80%)DUHP(8.39%)DFGP(8.20%)DFAT(7.98%)
Summary Stock Picks Current Portfolio
MASTER'S WEALTH MANAGEMENT INC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,650,556
54,451.8
+1.52%
28.580
+0.43%
0.170
+16.10%
+6.16%
35,420.4
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,294,142
33,906.5
+2.56%
17.800
+0.44%
0.440
+16.12%
+21.01%
8,836.2
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
482,055
15,975.3
+1.56%
8.390
+0.13%
0.210
+13.50%
+7.75%
8,802.0
 
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
292,405
15,623.2
+6.29%
8.200
+0.49%
1.120
+1.47%
+3.28%
1,612.5
 
DFAT
Dimensional U.S. Targeted Value ETF
295,134
15,196.4
+3.75%
7.980
+0.29%
0.150
+16.94%
+2.01%
11,144.8
 
DFCF
Dimensional Core Fixed Income ETF
308,831
12,989.4
+2.81%
6.820
+0.19%
0.200
+0.67%
+4.11%
7,072.8
 
BWZ
SPDR Bloomberg Short Term International Treasury Bond ETF
SPDR Bloomberg Short Term International Treasury Bond ETF
293,600
7,709.9
+2.59%
4.050
+0.10%
4.080
+5.06%
+11.59%
520.5
 
DFGR
Dimensional Global Real Estate ETF
257,401
6,759.3
+3.98%
3.550
+0.14%
0.290
+5.38%
+6.86%
2,542.3
 
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
132,894
6,741.7
+0.30%
3.540
+0.01%
0.580
+1.17%
+2.31%
1,309.7
 
DGCB
Dimensional Global Credit ETF
76,726
4,079.5
+1.38%
2.140
+0.03%
0.730
+1.70%
+3.89%
613.8
 

MASTER'S WEALTH MANAGEMENT INC.'s Historical Top Holdings Breakdowns

MASTER'S WEALTH MANAGEMENT INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-03-31
Add
Add
+0.49%
●
52.15 ($53.16) 53.93
$54.48
2.47%
Add 6.29%
292,405
17,311
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.44%
●
24.45 ($25.96) 27.21
$29.63
14.14%
Add 2.56%
1,294,142
32,271
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.43%
●
32.42 ($34.71) 36.1
$36.52
5.21%
Add 1.52%
1,650,556
24,712
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Add
Add
+0.29%
●
50.44 ($55.03) 58.1
$56.35
2.40%
Add 3.75%
295,134
10,656
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.19%
●
40.79 ($41.67) 42.32
$42.15
1.15%
Add 2.81%
308,831
8,434
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
New Buy
New Buy
+0.15%
●
50.39 ($50.51) 50.66
$50.50
-0.02%
New holding
5,490
5,490
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.14%
●
24.73 ($26.06) 26.89
$27.06
3.84%
Add 3.98%
257,401
9,855
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.13%
●
32.57 ($34.36) 35.83
$36.20
5.36%
Add 1.56%
482,055
7,417
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-0.13%
●
167.43 ($211.65) 244.7
$275.18
30.02%
Sold Out
0
-1,078
NOC
Northrop Grumman Corp
2025-03-31
New Buy
New Buy
+0.11%
●
433.45 ($477.41) 513.82
$504.20
5.61%
New holding
409
409

MASTER'S WEALTH MANAGEMENT INC. Total Holding History ($B)

To

MASTER'S WEALTH MANAGEMENT INC.'s Asset Allocation

To

MASTER'S WEALTH MANAGEMENT INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MASTER'S WEALTH MANAGEMENT INC.'s Hypothetical Growth since 2025-03-31

MASTER'S WEALTH MANAGEMENT INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

MASTER'S WEALTH MANAGEMENT INC.'s Holdings Heat Map

Size field:

MASTER'S WEALTH MANAGEMENT INC.'s Holdings Bubble Chart

MASTER'S WEALTH MANAGEMENT INC. News

  • 1

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