Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 323,292 shares of DISV stock, worth $8.83 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

323,292

Previous 363,134 10.97%

Holding current value

$8.83 Million

Previous $10.6 Billion 18.6%

% of portfolio

3.29%

Previous 4.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$26.18 - $28.77 $1.04 Million - $1.15 Million	-39,842 Reduced 10.97%	323,292 $8.59 Billion
Q3 2024 Oct 29, 2024	SELL	$26.06 - $29.18 $323,925 - $362,707	-12,430 Reduced 3.31%	363,134 $10.6 Billion
Q2 2024 Aug 13, 2024	SELL	$26.23 - $28.56 $1.88 Million - $2.05 Million	-71,656 Reduced 16.02%	375,564 $10.1 Billion
Q1 2024 Apr 30, 2024	BUY	$24.73 - $27.24 $1.3 Million - $1.43 Million	52,576 Added 13.32%	447,220 $12.2 Billion
Q4 2023 Feb 08, 2024	BUY	$22.43 - $25.87 $8.85 Million - $10.2 Million	394,644 New	394,644 $10.2 Billion

Others Institutions Holding DISV

# of Institutions

281

Shares Held

62.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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