Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q1 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 209,331 shares of DFAE stock, worth $5.74 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
209,331
Previous 208,045
0.62%
Holding current value
$5.74 Million
Previous $5.28 Million
2.71%
% of portfolio
0.51%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding DFAE
# of Institutions
564Shares Held
162MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$348 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$292 Million3.21% of portfolio
-
Ubs Group Ag6.14MShares$168 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$130 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$103 Million0.17% of portfolio