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 $6.23 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
209,331
Previous 208,045
0.62%
Holding current value
$6.23 Million
Previous $5.28 Million
2.71%
% of portfolio
0.51%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding DFAE
# of Institutions
580Shares Held
166MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$377 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$361 Million3.78% of portfolio
-
Ubs Group Ag6.14MShares$183 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$141 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$112 Million0.17% of portfolio