Private Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,039 shares of DFAX stock, worth $33,258. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,039
Previous 1,174 11.5%
Holding current value
$33,258
Previous $34.5 Million 5.44%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$29.25 - $31.56 $3,948 - $4,260
-135 Reduced 11.5%
1,039 $32.6 Million
Q1 2024

Apr 30, 2024
SELL
$23.42 - $25.45 $67,074 - $72,888
-2,864 Reduced 70.93%
1,174 $29.9 Million
Q4 2023

Feb 08, 2024
BUY
$21.44 - $24.42 $86,574 - $98,607
4,038 New
4,038 $98.6 Million

Others Institutions Holding DFAX

# of Institutions
667
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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