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 1,174 shares of DFAX stock, worth $29,608. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,174
Previous 1,174
-0.0%
Holding current value
$29,608
Previous $29.8 Million
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio