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 $4.57 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
110,402
Previous 48,871 125.9%
Holding current value
$4.57 Million
Previous $1.83 Billion 139.16%
% of portfolio
1.73%
Previous 0.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$35.8 - $39.69 $2.2 Million - $2.44 Million
61,531 Added 125.9%
110,402 $4.38 Billion
Q2 2024

Aug 13, 2024
BUY
$34.53 - $37.67 $1.69 Million - $1.84 Million
48,871 New
48,871 $1.83 Billion

Others Institutions Holding DFAU

# of Institutions
407
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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