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 110,402 shares of DFAU stock, worth $4.51 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
110,402
Previous 48,871
125.9%
Holding current value
$4.51 Million
Previous $1.83 Billion
139.16%
% of portfolio
1.73%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio