Private Wealth Management Group Q2 2026 Portfolio Activity Reveals Strategic ETF Shifts
Insights into holdings changes by Private Wealth Management Group, LLC during the second quarter of 2026.
As part of its ongoing investment strategy for the period ending June 30th, 2026 (Q2 2026), Private Wealth Management Group, LLC has made several adjustments to its portfolio. The analysis of their changed holdings shows a dynamic approach focused on specific Exchange Traded Funds (ETFs).
The investor's activity was particularly notable in Dimensional ETF Trust products this quarter. They established new positions in DFAU and DFAI, adding significant weight to these holdings. Additionally, they increased their stake in DFGX by 2.64%, indicating continued confidence in this Dimensional fund.
Conversely, Private Wealth Management Group reduced its position in another Dimensional ETF, DFSU, by 0.56%. They also decreased their holding in VGIT (Vanguard ETFs) and scaled back exposure to DFEM. These adjustments reflect a nuanced approach to sector rotation or rebalancing within their core holdings.
Beyond Dimensional funds, the investor also initiated new positions in smaller allocations. This includes adding shares of NULV (Nushares ETF TR) and increasing holdings in VGIT. However, they also exited positions in other small holdings like XLI (Select Sector SPDR ETF) and VVR (Invesco Senior Income TR), which held portfolio percentages below 0.44%.
The overall portfolio structure, as of June 30th, 2026, shows a heavy concentration in Private Wealth Management Group's own Dimensional ETF holdings. These accounted for approximately 85% of the portfolio value (DFAU + DFAI + DFGX), highlighting their strategic importance in this quarter's investment posture.