StockDriftsStockDriftsTop 50 Private Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.52% | 933.1K | $36.3M | -0.15%(-1.39K) | $28.35(+52.44%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 8.53% | 619.3K | $32.5M | +5.96%(+34.81K) | $53.57(-1.82%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 7.97% | 672.5K | $30.3M | +17.18%(+98.62K) | $41.58(+22.57%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.25% | 400.0K | $23.8M | +5.05%(+19.23K) | $58.67(+0.52%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.42% | 580.8K | $20.6M | -2.60%(-15.49K) | $24.86(+53.21%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.09% | 561.4K | $19.4M | +0.15%(+821) | $25.65(+57.56%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.5% | 439.9K | $17.1M | +9.26%(+37.29K) | $32.95(+26.36%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.24% | 608.2K | $16.2M | +6.82%(+38.84K) | $25.06(+14.81%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.76% | 143.4K | $14.3M | -0.22%(-312) | $66.21(+66.24%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.51% | 120.9K | $13.4M | +5.35%(+6.14K) | $90.90(+29.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.55% | +38.81% |
| Top 20 Holdings Unweighted | +15.51% | +54.13% |
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