account_balance
Investment manager · 13F filer · SEC CIK 2095373
Guardian Wealth Management, LLC
Reported value$353Mas of Sep 30, 2026
Positions30 1 new, 1 sold out
Top 10 weight72.4%DFUV alone is 12%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional ETF Trust
12.0%Trimmed −6%
DFUSDimensional ETF Trust
11.1%Trimmed −4%
DFGXDimensional ETF Trust
8.0%Added +14%
DFSDDimensional ETF Trust
7.7%Added +19%
DFASDimensional ETF Trust
7.0%Trimmed −5%
DFGRDimensional ETF Trust
6.9%
DFATDimensional ETF Trust
6.3%Trimmed −5%
DFCFDimensional ETF Trust
5.5%Added +12%
DFIVDimensional ETF Trust
3.9%Trimmed −3%
DFAIDimensional ETF Trust
3.9%
DFEVDimensional ETF Trust
3.7%Trimmed −4%
DFAEDimensional ETF Trust
3.7%Trimmed −3%
DFUVDimensional ETF Trust
12.0%Trimmed −6%
DFUSDimensional ETF Trust
11.1%Trimmed −4%
DFGXDimensional ETF Trust
8.0%+14%
DFSDDimensional ETF Trust
7.7%+19%
DFASDimensional ETF Trust
7.0%−5%
DFGRDimensional ETF Trust
6.9%
DFATDimensional ETF Trust
6.3%
DFCFDimensional ETF Trust
5.5%
DFIV3.9%
DFAI3.9%
DFEV3.7%
DFAE3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUV Dimensional ETF Trust 12.0% Trimmed −6%
DFUS Dimensional ETF Trust 11.1% Trimmed −4%
DFGX Dimensional ETF Trust 8.0% Added +14%
DFSD Dimensional ETF Trust 7.7% Added +19%
DFAS Dimensional ETF Trust 7.0% Trimmed −5%
DFGR Dimensional ETF Trust 6.9% Held
DFAT Dimensional ETF Trust 6.3% Trimmed −5%
DFCF Dimensional ETF Trust 5.5% Added +12%
DFIV Dimensional ETF Trust 3.9% Trimmed −3%
DFAI Dimensional ETF Trust 3.9% Held
DFEV Dimensional ETF Trust 3.7% Trimmed −4%
DFAE Dimensional ETF Trust 3.7% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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