Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 64,176 shares of DFAI stock, worth $1.97 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
64,176
Previous 26,454
142.59%
Holding current value
$1.97 Million
Previous $785 Million
159.85%
% of portfolio
0.81%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
166MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio