Private Wealth Asset Management, LLC Dimensional ETF Tr Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 921 shares of DFAI stock, worth $33,874. This represents 0.0% of its overall portfolio holdings.
Number of Shares
921
Previous 921
-0.0%
Holding current value
$33,874
Previous $28.8 Million
10.69%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
682Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$593 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$340 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$278 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$265 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$243 Million25.8% of portfolio