Pinnacle Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Financial Group, LLC
- $252 Million
- Q3 2024
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 813,187 shares of DFIC stock, worth $20.9 Million. This represents 9.07% of its overall portfolio holdings.
Number of Shares
813,187
Previous 813,308
0.01%
Holding current value
$20.9 Million
Previous $21.4 Million
7.02%
% of portfolio
9.07%
Previous 9.22%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$693 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$660 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$405 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$125 Million17.02% of portfolio