Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

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 208,045 shares of DFAE stock, worth $5.4 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

208,045

Previous 206,442 0.78%

Holding current value

$5.4 Million

Previous $5.66 Million 6.75%

% of portfolio

0.5%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$25.36 - $28.15 $40,652 - $45,124	1,603 Added 0.78%	208,045 $5.28 Million
Q3 2024 Oct 16, 2024	SELL	$24.46 - $27.82 $52,906 - $60,174	-2,163 Reduced 1.04%	206,442 $5.66 Million
Q2 2024 Jul 25, 2024	SELL	$24.03 - $26.3 $129,161 - $141,362	-5,375 Reduced 2.51%	208,605 $5.4 Million
Q1 2024 Apr 30, 2024	SELL	$22.74 - $24.88 $31,722 - $34,707	-1,395 Reduced 0.65%	213,980 $5.29 Million
Q4 2023 Feb 06, 2024	SELL	$21.63 - $24.11 $119,181 - $132,846	-5,510 Reduced 2.49%	215,375 $5.19 Million
Q2 2023 Aug 02, 2023	BUY	$22.38 - $24.3 $90,415 - $98,172	4,040 Added 1.86%	220,885 $5.18 Million
Q1 2023 May 04, 2023	BUY	$21.78 - $24.36 $4.72 Million - $5.28 Million	216,845 New	216,845 $4.99 Million

Others Institutions Holding DFAE

# of Institutions

538

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Account

Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Transaction History