Pinnacle Family Advisors, LLC Dimensional ETF Tr Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 11,623 shares of DFAE stock, worth $309,869. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,623

Previous 11,442 1.58%

Holding current value

$309,869

Previous $313,000 6.07%

% of portfolio

0.16%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.36 - $28.15 $4,590 - $5,095	181 Added 1.58%	11,623 $294,000
Q3 2024 Nov 14, 2024	SELL	$24.46 - $27.82 $3,913 - $4,451	-160 Reduced 1.38%	11,442 $313,000
Q2 2024 Aug 14, 2024	BUY	$24.03 - $26.3 $34,290 - $37,530	1,427 Added 14.02%	11,602 $300,000
Q1 2024 May 15, 2024	BUY	$22.74 - $24.88 $6,867 - $7,513	302 Added 3.06%	10,175 $251,000
Q4 2023 Feb 14, 2024	BUY	$21.63 - $24.11 $6,121 - $6,823	283 Added 2.95%	9,873 $238,000
Q3 2023 Nov 14, 2023	SELL	$22.43 - $24.83 $269 - $297	-12 Reduced 0.12%	9,590 $216,000
Q2 2023 Aug 14, 2023	SELL	$22.38 - $24.3 $2,730 - $2,964	-122 Reduced 1.25%	9,602 $225,000
Q1 2023 May 15, 2023	SELL	$21.78 - $24.36 $980 - $1,096	-45 Reduced 0.46%	9,724 $223,000
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $192,156 - $222,049	9,769 New	9,769 $214,000
Q2 2022 Aug 15, 2022	BUY	$22.9 - $27.06 $3,480 - $4,113	152 Added 1.62%	9,506 $220,000
Q1 2022 May 16, 2022	BUY	$24.29 - $28.31 $1,748 - $2,038	72 Added 0.78%	9,354 $245,000
Q4 2021 Feb 14, 2022	SELL	$26.45 - $28.31 $5,369 - $5,746	-203 Reduced 2.14%	9,282 $254,000
Q3 2021 Nov 12, 2021	SELL	$26.95 - $29.48 $403,630 - $441,521	-14,977 Reduced 61.23%	9,485 $258,000
Q2 2021 Aug 16, 2021	BUY	$27.87 - $30.1 $681,755 - $736,306	24,462 New	24,462 $725,000

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Pinnacle Family Advisors, LLC Dimensional ETF Tr Transaction History