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 65,646 shares of DFAU stock, worth $2.68 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
65,646
Previous 65,799
0.23%
Holding current value
$2.68 Million
Previous $2.47 Million
5.64%
% of portfolio
1.03%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio