Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
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 1,174 shares of DFAX stock, worth $34,621. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,174
Previous 1,174
-0.0%
Holding current value
$34,621
Previous $30.8 Million
12.1%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
634Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$331 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$234 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$231 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$227 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$163 Million21.04% of portfolio