Private Wealth Asset Management, LLC Dimensional ETF Tr Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 921 shares of DFAI stock, worth $34,159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
921
Previous 921
-0.0%
Holding current value
$34,159
Previous $31.8 Million
99.9%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio