Private Wealth Management Group, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 197,471 shares of DFUS stock, worth $12.9 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

197,471

Previous 198,981 0.76%

Holding current value

$12.9 Million

Previous $12.4 Billion 1.71%

% of portfolio

4.82%

Previous 4.89%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$61.52 - $66.5 $92,895 - $100,415	-1,510 Reduced 0.76%	197,471 $12.6 Billion
Q3 2024 Oct 29, 2024	SELL	$56.04 - $62.2 $45,952 - $51,004	-820 Reduced 0.41%	198,981 $12.4 Billion
Q2 2024 Aug 13, 2024	BUY	$53.83 - $59.14 $668,407 - $734,341	12,417 Added 6.63%	199,801 $11.8 Billion
Q1 2024 Apr 30, 2024	SELL	$50.79 - $56.98 $148,459 - $166,552	-2,923 Reduced 1.54%	187,384 $10.7 Billion
Q4 2023 Feb 08, 2024	BUY	$44.51 - $52.0 $8.47 Million - $9.9 Million	190,307 New	190,307 $9.86 Billion

Others Institutions Holding DFUS

# of Institutions

723

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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