Private Wealth Management Group, LLC Dimensional ETF Tr U S Small C Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 605 shares of DFAS stock, worth $40,952. This represents 0.02% of its overall portfolio holdings.
Number of Shares
605
Previous 605
-0.0%
Holding current value
$40,952
Previous $36.3 Million
7.96%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
707Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$451 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio