Pinnacle Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Pinnacle Financial Group, LLC
- $291 Million
- Q2 2025
A detailed history of Pinnacle Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 519,907 shares of DFAC stock, worth $19.2 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
519,907
Previous 515,221
0.91%
Holding current value
$19.2 Million
Previous $17 Million
9.63%
% of portfolio
6.41%
Previous 6.29%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$642 Million0.22% of portfolio