Pinnacle Family Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q2 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 8,380 shares of DFSD stock, worth $396,793. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,380
Previous 5,152
62.66%
Holding current value
$396,793
Previous $242,000
62.4%
% of portfolio
0.24%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio