Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 485,162 shares of DFSV stock, worth $15.9 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares
485,162
Previous 513,160 5.46%
Holding current value
$15.9 Million
Previous $14.8 Billion 1.18%
% of portfolio
5.9%
Previous 6.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$28.25 - $31.7 $790,943 - $887,536
-27,998 Reduced 5.46%
485,162 $14.9 Billion
Q2 2024

Aug 13, 2024
SELL
$27.81 - $30.13 $2.5 Million - $2.71 Million
-89,815 Reduced 14.9%
513,160 $14.8 Billion
Q1 2024

Apr 30, 2024
BUY
$27.45 - $30.1 $2 Million - $2.19 Million
72,796 Added 13.73%
602,975 $18.1 Billion
Q4 2023

Feb 08, 2024
BUY
$23.61 - $29.53 $12.5 Million - $15.7 Million
530,179 New
530,179 $15.4 Billion

Others Institutions Holding DFSV

# of Institutions
339
Shares Held
95.1M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email