Pensionmark Financial Group, LLC Dimensional ETF Tr Transaction History

Pensionmark Financial Group, LLC

  • $18.2 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 69,600 shares of DFAU stock, worth $2.83 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
69,600
Previous 56,195 23.85%
Holding current value
$2.83 Million
Previous $2.11 Million 31.15%
% of portfolio
0.02%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$35.8 - $39.69 $479,898 - $532,044
13,405 Added 23.85%
69,600 $2.76 Million
Q2 2024

Aug 14, 2024
BUY
$34.53 - $37.67 $1.36 Million - $1.48 Million
39,356 Added 233.72%
56,195 $2.11 Million
Q1 2024

May 15, 2024
BUY
$32.59 - $36.54 $42,823 - $48,013
1,314 Added 8.46%
16,839 $615,000
Q4 2023

Feb 14, 2024
BUY
$28.58 - $33.37 $443,704 - $518,069
15,525 New
15,525 $516,000

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email