Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 598,683 shares of DFIC stock, worth $20 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
598,683
Previous 598,627
0.01%
Holding current value
$20 Million
Previous $18.6 Billion
5.48%
% of portfolio
5.4%
Previous 6.18%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio