Private Wealth Management Group, LLC DFGR Holdings History
Private Wealth Management Group, LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 497,680.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $13.07 Mil. This investment constitutes 4.82% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.55% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 5 purchases of DFGR, at an average price of $24.08, for a total of 497,680.00 shares. Based on historical transaction data and DFGR's current price of $26.91, Private Wealth Management Group, LLC's estimated gain on his DFGR holdings is $1.41 Mil, reflecting a 11.74% gain to date.
Private Wealth Management Group, LLC DFGR ($26.91) Holding Chart
Private Wealth Management Group, LLC DFGR ($26.91) 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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