Pinnacle Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Financial Group, LLC
- $270 Million
- Q1 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 929,304 shares of DFIC stock, worth $28.3 Million. This represents 9.55% of its overall portfolio holdings.
Number of Shares
929,304
Previous 861,645
7.85%
Holding current value
$28.3 Million
Previous $22.3 Million
15.86%
% of portfolio
9.55%
Previous 8.86%
Shares
13 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$940 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$838 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio