Private Wealth Management Group, LLC DFUS Holdings History
Private Wealth Management Group, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 205,206.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $12.41 Mil. This investment constitutes 4.58% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.09% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 2 purchases of DFUS, at an average price of $49.48, for a total of 210,459.00 shares. In addition, there have been 3 sales at an average price of $57.91 for 5,253.00 shares. Based on historical transaction data and DFUS's current price of $68.16, Private Wealth Management Group, LLC's estimated gain on his DFUS holdings is $3.88 Mil, reflecting a 37.24% gain to date.
Private Wealth Management Group, LLC DFUS ($68.16) Holding Chart
Private Wealth Management Group, LLC DFUS ($68.16) 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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