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 $16.5 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
605,386
Previous 595,078 1.73%
Holding current value
$16.5 Million
Previous $15.6 Billion 8.89%
% of portfolio
6.73%
Previous 6.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
353
Shares Held
230M
Call Options Held
900
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
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