Pinnacle Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Pinnacle Financial Group, LLC
- $252 Million
- Q3 2024
A detailed history of Pinnacle Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 511,146 shares of DFAC stock, worth $17.8 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
511,146
Previous 526,114
2.85%
Holding current value
$17.8 Million
Previous $17 Million
3.34%
% of portfolio
6.95%
Previous 7.31%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio