Pinnacle Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Financial Group, LLC
- $251 Million
- Q4 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 239,553 shares of DFAR stock, worth $5.69 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
239,553
Previous 258,661
7.39%
Holding current value
$5.69 Million
Previous $6.63 Million
15.95%
% of portfolio
2.22%
Previous 2.63%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.4 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.6 Million2.99% of portfolio