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
+18.77%
+6.22%
35,553.0
 
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
+0.64%
+3.86%
31,542.1
 
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
+12.74%
+21.74%
9,651.7
 
DFGR
Dimensional Global Real Estate ETF
497,680
13,069.1
+7.27%
4.820
+0.33%
0.550
+4.76%
+6.07%
2,553.0
 
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
+19.77%
+17.10%
5,755.5
 
DFUS
Dimensional U.S. Equity Market ETF
205,206
12,410.9
+3.92%
4.580
+0.17%
0.090
+20.10%
+7.45%
15,788.9
 
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
+19.88%
+7.06%
8,720.9
 
DFSV
Dimensional US Small Cap Value ETF
397,262
11,182.9
-3.46%
4.130
-0.17%
0.250
+19.43%
-0.20%
4,886.0
 
MDYV
SPDR S&P 400 Mid Cap Value ETF
133,666
10,299.0
-0.04%
3.800
0%
0.440
+14.79%
+2.55%
2,450.3
 
MUB
iShares National Muni Bond ETF
90,477
9,539.9
-6.85%
3.520
-0.27%
0.020
+0.48%
-1.54%
38,308.9
 

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
$43.13
6.31%
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
$34.37
11.34%
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
$94.53
0.61%
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
$30.34
14.10%
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
$80.21
18.11%
Add 19.11%
130,312
20,906
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-0.54%
●
64.98 ($87.82) 124.62
$153.99
75.35%
Reduce -23.73%
59,437
-18,496
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.49%
●
209.68 ($231.67) 247.1
$210.02
-9.35%
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
$59.10
1.03%
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
$26.86
3.07%
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
$103.26
-2.91%
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

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Private Wealth Management Group, LLC's Holdings Bubble Chart

Private Wealth Management Group, LLC News

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