Pioneer Wealth Management Group Dimensional ETF Tr U S Small C Transaction History
Pioneer Wealth Management Group
- $210 Billion
- Q3 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pioneer Wealth Management Group holds 104,097 shares of DFAS stock, worth $6.8 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
104,097
Previous 95,318
9.21%
Holding current value
$6.8 Million
Previous $5.73 Billion
17.9%
% of portfolio
3.22%
Previous 3.04%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$732 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$457 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.66MShares$435 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$321 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio