Private Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 64,176 shares of DFAI stock, worth $1.86 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
64,176
Previous 26,454 142.59%
Holding current value
$1.86 Million
Previous $785 Million 159.85%
% of portfolio
0.81%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
539
Shares Held
179M
Call Options Held
7.8K
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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