Private Wealth Management Group, LLC DFAU Holdings History
Private Wealth Management Group, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 322,689.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $12.40 Mil. This investment constitutes 4.58% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.17% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q2. And since then Private Wealth Management Group, LLC has made 4 purchases of DFAU, at an average price of $39.55, for a total of 322,689.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Private Wealth Management Group, LLC's estimated gain on his DFAU holdings is $1.15 Mil, reflecting a 8.99% gain to date.
Private Wealth Management Group, LLC DFAU ($43.11) Holding Chart
Private Wealth Management Group, LLC DFAU ($43.11) 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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