Pinnacle Financial Group, LLC Dimensional ETF Tr Transaction History
Pinnacle Financial Group, LLC
- $291 Million
- Q2 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 51,507 shares of DFAU stock, worth $2.38 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
51,507
Previous 63,936
19.44%
Holding current value
$2.38 Million
Previous $2.46 Million
11.23%
% of portfolio
0.75%
Previous 0.91%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$200 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio