Private Wealth Management Group, LLC DIMENSIONAL ETF TRUST Transaction History

Private Wealth Management Group, LLC

546,215

Previous 511,173 6.86%

$14.9 Billion

Previous $13.7 Billion 8.77%

4.11%

Previous 4.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	N/A	35,042 Added 6.86%	546,215 $14.9 Billion
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

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Private Wealth Management Group, LLC with notifications on news.