Pfg Private Wealth Management, LLC Dimensional ETF Tr Transaction History
Pfg Private Wealth Management, LLC
- $207 Million
- Q3 2025
A detailed history of Pfg Private Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 74,209 shares of DFAI stock, worth $2.75 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
74,209Holding current value
$2.75 Million% of portfolio
1.31%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
278MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
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Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
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Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
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Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio