Private Wealth Management Group, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 605 shares of DFAS stock, worth $39,954. This represents 0.01% of its overall portfolio holdings.
Number of Shares
605
Previous 605
-0.0%
Holding current value
$39,954
Previous $36.1 Million
6.63%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
849Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.34 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$518 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$411 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio