Private Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 904 shares of DFIV stock, worth $32,824. This represents 0.01% of its overall portfolio holdings.
Number of Shares
904
Previous 904
-0.0%
Holding current value
$32,824
Previous $32.5 Million
5.96%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
563Shares Held
194MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$704 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$688 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$406 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$281 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$245 Million0.04% of portfolio