Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 282,811 shares of DFAI stock, worth $10.4 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
282,811
Previous 237,896 18.88%
Holding current value
$10.4 Million
Previous $7.43 Billion 31.59%
% of portfolio
3.25%
Previous 2.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$28.02 - $34.71 $1.26 Million - $1.56 Million
44,915 Added 18.88%
282,811 $9.78 Billion
Q1 2025

May 02, 2025
BUY
$28.88 - $32.4 $2.84 Million - $3.19 Million
98,387 Added 70.52%
237,896 $7.43 Billion
Q4 2024

Jan 27, 2025
BUY
$29.0 - $31.6 $2.18 Million - $2.38 Million
75,333 Added 117.39%
139,509 $4.07 Billion
Q3 2024

Oct 29, 2024
BUY
$28.69 - $32.06 $1.08 Million - $1.21 Million
37,722 Added 142.59%
64,176 $2.04 Billion
Q2 2024

Aug 13, 2024
BUY
$28.93 - $30.91 $765,314 - $817,693
26,454 New
26,454 $785 Million

Others Institutions Holding DFAI

# of Institutions
681
Shares Held
255M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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