Private Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 919,065 shares of DFAC stock, worth $32.8 Million. This represents 12.17% of its overall portfolio holdings.

Number of Shares

919,065

Previous 913,589 0.6%

Holding current value

$32.8 Million

Previous $31.3 Billion 1.48%

% of portfolio

12.17%

Previous 12.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$33.92 - $36.6 $185,745 - $200,421	5,476 Added 0.6%	919,065 $31.8 Billion
Q3 2024 Oct 29, 2024	BUY	$31.05 - $34.29 $331,210 - $365,771	10,667 Added 1.18%	913,589 $31.3 Billion
Q2 2024 Aug 13, 2024	BUY	$30.09 - $32.37 $253,538 - $272,749	8,426 Added 0.94%	902,922 $29.1 Billion
Q1 2024 Apr 30, 2024	BUY	$28.62 - $31.95 $3.24 Million - $3.62 Million	113,340 Added 14.51%	894,496 $28.6 Billion
Q4 2023 Feb 08, 2024	BUY	$24.91 - $29.38 $19.5 Million - $23 Million	781,156 New	781,156 $22.8 Billion

Others Institutions Holding DFAC

# of Institutions

967

Shares Held

754M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

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

News

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

Account

Private Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History