Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Private Wealth Management Group, LLC

$363 Billion
Q3 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 342,122 shares of DFAI stock, worth $12.7 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares

342,122

Previous 282,811 20.97%

Holding current value

$12.7 Million

Previous $9.78 Billion 27.2%

% of portfolio

3.42%

Previous 3.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$34.05 - $36.55 $2.02 Million - $2.17 Million	59,311 Added 20.97%	342,122 $12.4 Billion
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

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History