Private Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 322,689 shares of DFAU stock, worth $12.2 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
322,689
Previous 189,391 70.38%
Holding current value
$12.2 Million
Previous $7.67 Billion 61.76%
% of portfolio
4.58%
Previous 2.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$37.84 - $42.29 $5.04 Million - $5.64 Million
133,298 Added 70.38%
322,689 $12.4 Billion
Q4 2024

Jan 27, 2025
BUY
$39.27 - $42.38 $3.1 Million - $3.35 Million
78,989 Added 71.55%
189,391 $7.67 Billion
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
497
Shares Held
205M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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