Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 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 48,871 shares of DFAU stock, worth $1.89 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
48,871Holding current value
$1.89 Million% of portfolio
0.79%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
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Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
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Modera Wealth Management, LLC4.01MShares$155 Million2.23% of portfolio
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Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio