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

Private Wealth Management Group, LLC

$253 Billion
Q3 2024

A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 913,589 shares of DFAC stock, worth $32.7 Million. This represents 12.37% of its overall portfolio holdings.

Number of Shares

913,589

Previous 902,922 1.18%

Holding current value

$32.7 Million

Previous $29.1 Billion 7.62%

% of portfolio

12.37%

Previous 12.61%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$31.05 - $34.29 $331,210 - $365,771	10,667 Added 1.18%	913,589 $31.3 Billion
Q2 2024 Aug 13, 2024	BUY	$30.09 - $32.37 $253,538 - $272,749	8,426 Added 0.94%	902,922 $29.1 Billion
Q1 2024 Apr 30, 2024	BUY	$28.62 - $31.95 $3.24 Million - $3.62 Million	113,340 Added 14.51%	894,496 $28.6 Billion
Q4 2023 Feb 08, 2024	BUY	$24.91 - $29.38 $19.5 Million - $23 Million	781,156 New	781,156 $22.8 Billion

Others Institutions Holding DFAC

# of Institutions

902

Shares Held

729M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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