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 904 shares of DFIV stock, worth $43,310. This represents 0.01% of its overall portfolio holdings.

Number of Shares
904
Previous 904 -0.0%
Holding current value
$43,310
Previous $38.7 Million 7.68%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$35.5 - $38.02 $8,591 - $9,200
-242 Reduced 21.12%
904 $32.5 Million
Q4 2023

Feb 08, 2024
BUY
$30.86 - $34.46 $35,365 - $39,491
1,146 New
1,146 $39.4 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email