Pinnacle Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Financial Group, LLC
- $252 Million
- Q3 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 813,187 shares of DFIC stock, worth $21.8 Million. This represents 9.07% of its overall portfolio holdings.
Number of Shares
813,187
Previous 813,308
0.01%
Holding current value
$21.8 Million
Previous $21.4 Million
7.02%
% of portfolio
9.07%
Previous 9.22%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
381Shares Held
239MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio