DFGR — DIMENSIONAL ETF TRUST

Ownership history in Private Wealth Management Group, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Private Wealth Management Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.09% (2024 Q3)
Avg. % of fund
4.58%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 569,326 +23,111 +4.2% 4.02% $15.0M $26.42
2025 Q3 ADDED 546,215 +35,042 +6.9% 4.11% $14.9M $26.67
2025 Q2 ADDED 511,173 +13,493 +2.7% 4.56% $13.7M $26.00
2025 Q1 ADDED 497,680 +33,730 +7.3% 4.82% $13.1M $25.28
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFGR price (monthly, adj. close)

Other funds also holding DFGR

As of 2025 Q4 — sorted by position size

LifeGuide Financial Advisors, LLC 3Y 21.19% Creative Capital Management Investments LLC 3Y 6.42% Forum Financial Management, LP 3Y 5.72% DiNuzzo Private Wealth, Inc. 5.22% Sprinkle Financial Consultants LLC 4.78% CogentBlue Wealth Advisors, LLC 4.41% Rather & Kittrell, Inc. 3Y 4.38% North Ridge Wealth Advisors, Inc. 4.34% JMG Financial Group, Ltd. 3Y 7Y 4.23% TCI Wealth Advisors, Inc. 3Y 7Y 3.87%
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