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 485,162 shares of DFSV stock, worth $15.1 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares

485,162

Previous 513,160 5.46%

Holding current value

$15.1 Million

Previous $14.8 Billion 1.18%

% of portfolio

5.9%

Previous 6.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$28.25 - $31.7 $790,943 - $887,536	-27,998 Reduced 5.46%	485,162 $14.9 Billion
Q2 2024 Aug 13, 2024	SELL	$27.81 - $30.13 $2.5 Million - $2.71 Million	-89,815 Reduced 14.9%	513,160 $14.8 Billion
Q1 2024 Apr 30, 2024	BUY	$27.45 - $30.1 $2 Million - $2.19 Million	72,796 Added 13.73%	602,975 $18.1 Billion
Q4 2023 Feb 08, 2024	BUY	$23.61 - $29.53 $12.5 Million - $15.7 Million	530,179 New	530,179 $15.4 Billion

Others Institutions Holding DFSV

# of Institutions

340

Shares Held

95.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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