Private Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025

A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 250,187 shares of DISV stock, worth $8.99 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
250,187
Previous 275,618 9.23%
Holding current value
$8.99 Million
Previous $9.84 Billion 3.35%
% of portfolio
2.54%
Previous 2.71%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$35.06 - $36.3 $891,610 - $923,145
-25,431 Reduced 9.23%
250,187 $9.51 Billion
Q3 2025

Oct 17, 2025
SELL
$32.78 - $35.79 $568,864 - $621,099
-17,354 Reduced 5.92%
275,618 $9.84 Billion
Q2 2025

Jul 29, 2025
SELL
$25.93 - $32.91 $516,836 - $655,962
-19,932 Reduced 6.37%
292,972 $9.64 Billion
Q1 2025

May 02, 2025
SELL
$26.09 - $30.21 $271,022 - $313,821
-10,388 Reduced 3.21%
312,904 $9.11 Billion
Q4 2024

Jan 27, 2025
SELL
$26.18 - $28.77 $1.04 Million - $1.15 Million
-39,842 Reduced 10.97%
323,292 $8.59 Billion
Q3 2024

Oct 29, 2024
SELL
$26.06 - $29.18 $323,925 - $362,707
-12,430 Reduced 3.31%
363,134 $10.6 Billion
Q2 2024

Aug 13, 2024
SELL
$26.23 - $28.56 $1.88 Million - $2.05 Million
-71,656 Reduced 16.02%
375,564 $10.1 Billion
Q1 2024

Apr 30, 2024
BUY
$24.73 - $27.24 $1.3 Million - $1.43 Million
52,576 Added 13.32%
447,220 $12.2 Billion
Q4 2023

Feb 08, 2024
BUY
$22.43 - $25.87 $8.85 Million - $10.2 Million
394,644 New
394,644 $10.2 Billion

Others Institutions Holding DISV

# of Institutions
397
Shares Held
83.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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