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 386,436 shares of DFAI stock, worth $13.1 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
386,436
Previous 380,670
1.51%
Holding current value
$13.1 Million
Previous $11.1 Million
8.57%
% of portfolio
1.15%
Previous 1.06%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
645Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$635 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$252 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$237 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$226 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$193 Million18.44% of portfolio