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

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

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 599,660 shares of DFIC stock, worth $16.6 Million. This represents 5.93% of its overall portfolio holdings.

Number of Shares
599,660
Previous 605,386 0.95%
Holding current value
$16.6 Million
Previous $17 Billion 9.02%
% of portfolio
5.93%
Previous 6.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
434
Shares Held
2.28B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email