Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 606,414 shares of DFIC stock, worth $17.5 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares

606,414

Previous 599,660 1.13%

Holding current value

$17.5 Million

Previous $15.5 Billion 8.66%

% of portfolio

6.21%

Previous 5.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$25.54 - $28.79 $172,497 - $194,447	6,754 Added 1.13%	606,414 $16.8 Billion
Q4 2024 Jan 27, 2025	SELL	$25.61 - $28.0 $146,642 - $160,328	-5,726 Reduced 0.95%	599,660 $15.5 Billion
Q3 2024 Oct 29, 2024	BUY	$25.36 - $28.37 $261,410 - $292,437	10,308 Added 1.73%	605,386 $17 Billion
Q2 2024 Aug 13, 2024	BUY	$25.73 - $27.44 $1.01 Million - $1.07 Million	39,087 Added 7.03%	595,078 $15.6 Billion
Q1 2024 Apr 30, 2024	BUY	$24.62 - $26.83 $1.88 Million - $2.05 Million	76,344 Added 15.92%	555,991 $14.9 Billion
Q4 2023 Feb 08, 2024	BUY	$22.18 - $25.58 $10.6 Million - $12.3 Million	479,647 New	479,647 $12.2 Billion

Others Institutions Holding DFIC

# of Institutions

458

Shares Held

266M

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History