Private Wealth Management Group, LLC DFIC Holdings History
Private Wealth Management Group, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 606,414.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $16.84 Mil. This investment constitutes 6.21% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.2% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 4 purchases of DFIC, at an average price of $24.29, for a total of 612,140.00 shares. In addition, there have been 1 sales at an average price of $26.80 for 5,726.00 shares. Based on historical transaction data and DFIC's current price of $30.89, Private Wealth Management Group, LLC's estimated gain on his DFIC holdings is $4.02 Mil, reflecting a 27.00% gain to date.
Private Wealth Management Group, LLC DFIC ($30.89) Holding Chart
Private Wealth Management Group, LLC DFIC ($30.89) 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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