Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History

Private Wealth Management Group, LLC

  • $231 Billion
  • Q2 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 513,160 shares of DFSV stock, worth $15.7 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares
513,160
Previous 602,975 14.9%
Holding current value
$15.7 Million
Previous $18.1 Billion 18.63%
% of portfolio
6.4%
Previous 8.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
319
Shares Held
81.2M
Call Options Held
0
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
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