Pinnacle Family Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 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 9,082 shares of DFSD stock, worth $428,397. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,082
Previous 8,380
8.38%
Holding current value
$428,397
Previous $393,000
10.18%
% of portfolio
0.25%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio