Private Wealth Management Group, LLC Dimensional ETF Tr U S Target Transaction History

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 81,224 shares of DFAT stock, worth $4.65 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
81,224
Previous 88,620 8.35%
Holding current value
$4.65 Million
Previous $4.93 Billion 8.3%
% of portfolio
1.73%
Previous 1.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$54.54 - $61.04 $403,377 - $451,451
-7,396 Reduced 8.35%
81,224 $4.52 Billion
Q3 2024

Oct 29, 2024
SELL
$51.0 - $57.07 $32,130 - $35,954
-630 Reduced 0.71%
88,620 $4.93 Billion
Q2 2024

Aug 13, 2024
SELL
$50.18 - $54.47 $49,477 - $53,707
-986 Reduced 1.09%
89,250 $4.63 Billion
Q1 2024

Apr 30, 2024
SELL
$49.45 - $54.43 $62,653 - $68,962
-1,267 Reduced 1.38%
90,236 $4.91 Billion
Q4 2023

Feb 08, 2024
BUY
$42.71 - $53.09 $3.91 Million - $4.86 Million
91,503 New
91,503 $4.79 Billion

Others Institutions Holding DFAT

# of Institutions
693
Shares Held
160M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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