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

Private Wealth Management Group, LLC

$261 Billion
Q4 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 411,520 shares of DFSV stock, worth $12.4 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares

411,520

Previous 485,162 15.18%

Holding current value

$12.4 Million

Previous $14.9 Billion 15.23%

% of portfolio

4.85%

Previous 5.9%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$30.18 - $33.87 $2.22 Million - $2.49 Million	-73,642 Reduced 15.18%	411,520 $12.7 Billion
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

414

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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