Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Private Wealth Management Group, LLC

$363 Billion
Q3 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 521,724 shares of DFAU stock, worth $24 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares

521,724

Previous 420,275 24.14%

Holding current value

$24 Million

Previous $17.8 Billion 34.1%

% of portfolio

6.57%

Previous 5.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$42.42 - $45.96 $4.3 Million - $4.66 Million	101,449 Added 24.14%	521,724 $23.9 Billion
Q2 2025 Jul 29, 2025	BUY	$34.04 - $42.36 $3.32 Million - $4.13 Million	97,586 Added 30.24%	420,275 $17.8 Billion
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

547

Shares Held

149M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History