Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 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 237,896 shares of DFAI stock, worth $8.13 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
237,896
Previous 139,509 70.52%
Holding current value
$8.13 Million
Previous $4.07 Billion 82.38%
% of portfolio
2.74%
Previous 1.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
646
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email