Private Wealth Management Group, LLC DIMENSIONAL ETF TRUST Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Number of Shares
511,173
Previous 497,680 2.71%
Holding current value
$13.7 Billion
Previous $13.1 Billion 4.94%
% of portfolio
4.56%
Previous 4.82%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
13,493 Added 2.71%
511,173 $13.7 Billion
Q1 2025

May 02, 2025
BUY
N/A
33,730 Added 7.27%
497,680 $13.1 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
17,065 Added 3.82%
463,950 $11.8 Billion
Q3 2024

Oct 29, 2024
BUY
N/A
23,354 Added 5.51%
446,885 $12.9 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
16,420 Added 4.03%
423,531 $10.6 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
33,543 Added 8.98%
407,111 $10.4 Billion
Q4 2023

Feb 08, 2024
BUY
N/A
373,568 New
373,568 $9.71 Billion
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