Private Wealth Management Group, LLC DFAI Holdings History
Private Wealth Management Group, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 237,896.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $7.43 Mil. This investment constitutes 2.74% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.08% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2024Q2. And since then Private Wealth Management Group, LLC has made 4 purchases of DFAI, at an average price of $30.55, for a total of 237,896.00 shares. Based on historical transaction data and DFAI's current price of $34.28, Private Wealth Management Group, LLC's estimated gain on his DFAI holdings is $887,100.55, reflecting a 12.21% gain to date.
Private Wealth Management Group, LLC DFAI ($34.28) Holding Chart
Private Wealth Management Group, LLC DFAI ($34.28) 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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