Pinnacle Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Financial Group, LLC
- $291 Million
- Q2 2025
A detailed history of Pinnacle Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 904,540 shares of DFIC stock, worth $29.2 Million. This represents 9.67% of its overall portfolio holdings.
Number of Shares
904,540
Previous 929,304
2.66%
Holding current value
$29.2 Million
Previous $25.8 Million
8.97%
% of portfolio
9.67%
Previous 9.55%
Shares
14 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$927 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$515 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$198 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$164 Million0.21% of portfolio