Private Wealth Management Group, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 78,184 shares of DFAT stock, worth $4.38 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

78,184

Previous 81,224 3.74%

Holding current value

$4.38 Million

Previous $4.52 Billion 10.95%

% of portfolio

1.49%

Previous 1.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$50.44 - $58.1 $153,337 - $176,624	-3,040 Reduced 3.74%	78,184 $4.03 Billion
Q4 2024 Jan 27, 2025	SELL	$54.54 - $61.04 $403,377 - $451,451	-7,396 Reduced 8.35%	81,224 $4.52 Billion
Q3 2024 Oct 29, 2024	SELL	$51.0 - $57.07 $32,130 - $35,954	-630 Reduced 0.71%	88,620 $4.93 Billion
Q2 2024 Aug 13, 2024	SELL	$50.18 - $54.47 $49,477 - $53,707	-986 Reduced 1.09%	89,250 $4.63 Billion
Q1 2024 Apr 30, 2024	SELL	$49.45 - $54.43 $62,653 - $68,962	-1,267 Reduced 1.38%	90,236 $4.91 Billion
Q4 2023 Feb 08, 2024	BUY	$42.71 - $53.09 $3.91 Million - $4.86 Million	91,503 New	91,503 $4.79 Billion

Others Institutions Holding DFAT

# of Institutions

778

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Private Wealth Management Group, LLC Dimensional ETF Tr U S Target Transaction History