Pioneer Wealth Management Group Dimensional ETF Tr Transaction History
Pioneer Wealth Management Group
- $210 Billion
- Q3 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pioneer Wealth Management Group holds 1,025,308 shares of DFAU stock, worth $41.9 Million. This represents 19.41% of its overall portfolio holdings.
Number of Shares
1,025,308
Previous 988,871
3.68%
Holding current value
$41.9 Million
Previous $37.1 Billion
9.77%
% of portfolio
19.41%
Previous 19.69%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio