Private Wealth Management Group, LLC DIMENSIONAL ETF TRUST Transaction History

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024
Number of Shares
446,885
Previous 423,531 5.51%
Holding current value
$12.9 Billion
Previous $10.6 Billion 21.85%
% of portfolio
5.09%
Previous 4.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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