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 861,645 shares of DFIC stock, worth $24.9 Million. This represents 8.86% of its overall portfolio holdings.
Number of Shares
861,645
Previous 813,187
5.96%
Holding current value
$24.9 Million
Previous $22.9 Million
2.67%
% of portfolio
8.86%
Previous 9.07%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
458Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio