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 363,134 shares of DISV stock, worth $10.1 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

363,134

Previous 375,564 3.31%

Holding current value

$10.1 Million

Previous $10.1 Billion 4.43%

% of portfolio

4.17%

Previous 4.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$26.06 - $29.18 $323,925 - $362,707	-12,430 Reduced 3.31%	363,134 $10.6 Billion
Q2 2024 Aug 13, 2024	SELL	$26.23 - $28.56 $1.88 Million - $2.05 Million	-71,656 Reduced 16.02%	375,564 $10.1 Billion
Q1 2024 Apr 30, 2024	BUY	$24.73 - $27.24 $1.3 Million - $1.43 Million	52,576 Added 13.32%	447,220 $12.2 Billion
Q4 2023 Feb 08, 2024	BUY	$22.43 - $25.87 $8.85 Million - $10.2 Million	394,644 New	394,644 $10.2 Billion

Others Institutions Holding DISV

# of Institutions

268

Shares Held

58M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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