Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 605,386 shares of DFIC stock, worth $15.5 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares

605,386

Previous 595,078 1.73%

Holding current value

$15.5 Million

Previous $15.6 Billion 8.89%

% of portfolio

6.73%

Previous 6.78%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

364

Shares Held

234M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

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.

Account

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