Private Wealth Management Group, LLC Dimensional ETF Tr U S Small C Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 605 shares of DFAS stock, worth $36,656. This represents 0.01% of its overall portfolio holdings.
Number of Shares
605
Previous 605
-0.0%
Holding current value
$36,656
Previous $39.4 Million
8.19%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.02 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$483 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$355 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$326 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$165 Million1.82% of portfolio