Private Wealth Management Group, LLC DFSV Holdings History
Private Wealth Management Group, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 397,262.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $11.18 Mil. This investment constitutes 4.13% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.25% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 1 purchases of DFSV, at an average price of $26.26, for a total of 602,975.00 shares. In addition, there have been 4 sales at an average price of $30.19 for 205,713.00 shares. Based on historical transaction data and DFSV's current price of $30.36, Private Wealth Management Group, LLC's estimated gain on his DFSV holdings is $2.44 Mil, reflecting a 15.39% gain to date.
Private Wealth Management Group, LLC DFSV ($30.36) Holding Chart
Private Wealth Management Group, LLC DFSV ($30.36) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
