PW

Private Wealth Management Group, LLC

13F
Private Wealth Management Group, LLC
Last update 2025-05-02 1480 Stocks (111 new)
Value $271.00 Mil Turnover 7 %
Countries:
Top Holdings: DFAC(11.25%)VGIT(7.27%)DFIC(6.21%)DFGR(4.82%)DFEM(4.80%)
Summary Stock Picks Current Portfolio
Private Wealth Management Grou... 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
923,973
30,481.9
+0.53%
11.250
+0.06%
0.100
+21.24%
+6.04%
35,531.1
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
331,807
19,709.4
+5.15%
7.270
+0.36%
0.060
+1.31%
+4.31%
31,635.4
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
606,414
16,840.1
+1.13%
6.210
+0.07%
0.200
+13.67%
+22.35%
9,721.8
 
DFGR
Dimensional Global Real Estate ETF
497,680
13,069.1
+7.27%
4.820
+0.33%
0.550
+7.30%
+6.79%
2,587.7
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
491,989
13,018.0
+12.95%
4.800
+0.55%
0.270
+20.01%
+17.53%
5,776.4
 
DFUS
Dimensional U.S. Equity Market ETF
205,206
12,410.9
+3.92%
4.580
+0.17%
0.090
+23.18%
+7.51%
15,822.7
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
322,689
12,404.2
+70.38%
4.580
+1.89%
0.170
+22.63%
+7.04%
8,731.8
 
DFSV
Dimensional US Small Cap Value ETF
397,262
11,182.9
-3.46%
4.130
-0.17%
0.250
+20.84%
-0.95%
4,874.9
 
MDYV
SPDR S&P 400 Mid Cap Value ETF
133,666
10,299.0
-0.04%
3.800
0%
0.440
+16.39%
+1.98%
2,384.0
 
MUB
iShares National Muni Bond ETF
90,477
9,539.9
-6.85%
3.520
-0.27%
0.020
+1.38%
-1.26%
37,847.2
 

Private Wealth Management Group, LLC's Historical Top Holdings Breakdowns

Private Wealth Management Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+1.89%
●
37.84 ($40.57) 42.31
$43.12
6.29%
Add 70.38%
322,689
133,298
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+1.13%
●
28.88 ($30.87) 32.4
$34.48
11.69%
Add 70.52%
237,896
98,387
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.59%
●
84.96 ($93.96) 100.71
$93.69
-0.29%
Add 20.86%
105,245
18,167
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.55%
●
25.35 ($26.59) 27.46
$30.45
14.52%
Add 12.95%
491,989
56,397
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-03-31
Add
Add
+0.54%
●
63.74 ($67.91) 71.96
$80.85
19.05%
Add 19.11%
130,312
20,906
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-0.54%
●
64.98 ($87.82) 124.62
$151.79
72.84%
Reduce -23.73%
59,437
-18,496
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.49%
●
209.68 ($231.67) 247.1
$212.48
-8.28%
Reduce -12.29%
36,150
-5,064
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.36%
●
57.44 ($58.5) 59.4
$59.35
1.46%
Add 5.15%
331,807
16,253
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.33%
●
24.73 ($26.06) 26.89
$27.04
3.76%
Add 7.27%
497,680
33,730
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.27%
●
104.71 ($106.35) 107.68
$103.55
-2.63%
Reduce -6.85%
90,477
-6,658

Private Wealth Management Group, LLC Total Holding History ($B)

To

Private Wealth Management Group, LLC's Asset Allocation

To

Private Wealth Management Group, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Private Wealth Management Group, LLC's Hypothetical Growth since 2025-03-31

Private Wealth Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Private Wealth Management Group, LLC's Holdings Heat Map

Size field:

Private Wealth Management Group, LLC's Holdings Bubble Chart

Private Wealth Management Group, LLC News

  • 1

Discussions on Private Wealth Management Group, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.