Pinnacle Financial Group, LLC Dimensional ETF Tr Transaction History

Pinnacle Financial Group, LLC

$252 Million
Q3 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 64,185 shares of DFAE stock, worth $1.66 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

64,185

Previous 59,867 7.21%

Holding current value

$1.66 Million

Previous $1.55 Million 13.63%

% of portfolio

0.7%

Previous 0.67%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$24.46 - $27.82 $105,618 - $120,126	4,318 Added 7.21%	64,185 $1.76 Million
Q2 2024 Aug 08, 2024	SELL	$24.03 - $26.3 $63,487 - $69,484	-2,642 Reduced 4.23%	59,867 $1.55 Million
Q1 2024 May 15, 2024	BUY	$22.74 - $24.88 $301,850 - $330,257	13,274 Added 26.96%	62,509 $1.55 Million
Q4 2023 Feb 13, 2024	SELL	$21.63 - $24.11 $62,727 - $69,919	-2,900 Reduced 5.56%	49,235 $1.19 Million
Q3 2023 Nov 13, 2023	SELL	$22.43 - $24.83 $45,734 - $50,628	-2,039 Reduced 3.76%	52,135 $1.18 Million
Q2 2023 Jul 18, 2023	BUY	$22.38 - $24.3 $20,432 - $22,185	913 Added 1.71%	54,174 $1.27 Million
Q1 2023 May 11, 2023	BUY	$21.78 - $24.36 $128,480 - $143,699	5,899 Added 12.46%	53,261 $1.23 Million
Q4 2022 Feb 09, 2023	BUY	$19.67 - $22.73 $264,286 - $305,400	13,436 Added 39.6%	47,362 $1.04 Million
Q3 2022 Oct 27, 2022	BUY	$20.09 - $23.68 $93,157 - $109,804	4,637 Added 15.83%	33,926 $682,000
Q2 2022 Jul 19, 2022	BUY	$22.9 - $27.06 $347,141 - $410,202	15,159 Added 107.28%	29,289 $678,000
Q1 2022 May 12, 2022	BUY	$24.29 - $28.31 $78,529 - $91,526	3,233 Added 29.67%	14,130 $371,000
Q4 2021 Feb 11, 2022	BUY	$26.45 - $28.31 $288,225 - $308,494	10,897 New	10,897 $298,000

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Pinnacle Financial Group, LLC Dimensional ETF Tr Transaction History