Private Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 904 shares of DFIV stock, worth $33,592. This represents 0.01% of its overall portfolio holdings.
Number of Shares
904
Previous 904
-0.0%
Holding current value
$33,592
Previous $34.4 Million
6.83%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
570Shares Held
197MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$721 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$704 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$308 Million2.39% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$251 Million0.04% of portfolio