Pinnacle Financial Group, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 106,357 shares of DFAS stock, worth $7.51 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

106,357

Previous 108,782 2.23%

Holding current value

$7.51 Million

Previous $6.54 Million 5.55%

% of portfolio

2.73%

Previous 2.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$59.25 - $65.33 $143,681 - $158,425	-2,425 Reduced 2.23%	106,357 $6.9 Million
Q2 2024 Aug 08, 2024	BUY	$57.42 - $62.37 $6,545 - $7,110	114 Added 0.1%	108,782 $6.54 Million
Q1 2024 May 15, 2024	BUY	$56.66 - $62.34 $561,840 - $618,163	9,916 Added 10.04%	108,668 $6.77 Million
Q4 2023 Feb 13, 2024	BUY	$48.83 - $60.51 $61,135 - $75,758	1,252 Added 1.28%	98,752 $5.89 Million
Q3 2023 Nov 13, 2023	BUY	$51.84 - $57.67 $191,289 - $212,802	3,690 Added 3.93%	97,500 $5.12 Million
Q2 2023 Jul 18, 2023	BUY	$49.85 - $54.8 $278,013 - $305,619	5,577 Added 6.32%	93,810 $5.14 Million
Q1 2023 May 11, 2023	BUY	$50.35 - $57.8 $2.54 Million - $2.91 Million	50,424 Added 133.37%	88,233 $4.65 Million
Q4 2022 Feb 09, 2023	BUY	$47.77 - $54.73 $1.05 Million - $1.2 Million	21,892 Added 137.54%	37,809 $1.93 Million
Q3 2022 Oct 27, 2022	BUY	$46.47 - $55.84 $739,662 - $888,805	15,917 New	15,917 $741,000

Others Institutions Holding DFAS

# of Institutions

688

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Financial Group, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Financial Group, LLC with notifications on news.

Account

Pinnacle Financial Group, LLC Dimensional ETF Tr U S Small C Transaction History