Pinnacle Financial Group, LLC Dimensional ETF Tr Transaction History
Pinnacle Financial Group, LLC
- $270 Million
- Q1 2025
A detailed history of Pinnacle Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 63,936 shares of DFAU stock, worth $2.7 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
63,936
Previous 67,473
5.24%
Holding current value
$2.7 Million
Previous $2.73 Million
10.03%
% of portfolio
0.91%
Previous 1.09%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$237 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$158 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$149 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$149 Million1.87% of portfolio