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 1,174 shares of DFAX stock, worth $35,325. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,174
Previous 1,174
-0.0%
Holding current value
$35,325
Previous $29.2 Million
5.39%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$173 Million4.32% of portfolio