StockDriftsStockDriftsTop 30 Guardian Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 12.4% | 843.5K | $40.9M | -1.36%(-11.61K) | $45.64(+15.32%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 10.7% | 497.3K | $35.3M | +4.06%(+19.41K) | $73.28(+10.16%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 7.35% | 340.5K | $24.2M | +0.61%(+2.06K) | $69.07(+10.75%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 7.3% | 905.3K | $24.1M | +3.65%(+31.85K) | $26.85(+7.14%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 7.13% | 448.4K | $23.5M | +14.81%(+57.82K) | $53.20(-1.13%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.76% | 357.1K | $22.3M | -1.29%(-4.68K) | $58.88(+11.83%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.52% | 449.2K | $21.5M | +10.52%(+42.76K) | $48.06(-0.34%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.17% | 403.6K | $17.0M | +9.88%(+36.30K) | $42.64(-0.93%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.17% | 257.6K | $13.7M | -7.07%(-19.60K) | $48.01(+15.91%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.92% | 331.7K | $12.9M | +0.81%(+2.66K) | $37.24(+11.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.87% | +32.61% |
| Top 20 Holdings Unweighted | +16.61% | +58.56% |
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