Private Wealth Management Group, LLC DFAC Holdings History
Private Wealth Management Group, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 923,973.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $30.48 Mil. This investment constitutes 11.25% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 5 purchases of DFAC, at an average price of $27.64, for a total of 923,973.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Private Wealth Management Group, LLC's estimated gain on his DFAC holdings is $8.21 Mil, reflecting a 32.15% gain to date.
Private Wealth Management Group, LLC DFAC ($36.53) Holding Chart
Private Wealth Management Group, LLC DFAC ($36.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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