Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 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 420,275 shares of DFAU stock, worth $18.3 Million. This represents 5.91% of its overall portfolio holdings.

Number of Shares
420,275
Previous 322,689 30.24%
Holding current value
$18.3 Million
Previous $12.4 Billion 43.52%
% of portfolio
5.91%
Previous 4.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
526
Shares Held
139M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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