Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 306,211 shares of DFSV stock, worth $8.61 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

306,211

Previous 306,978 0.25%

Holding current value

$8.61 Million

Previous $9.45 Million 0.31%

% of portfolio

0.9%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$30.18 - $33.87 $23,148 - $25,978	-767 Reduced 0.25%	306,211 $9.43 Million
Q3 2024 Oct 16, 2024	SELL	$28.25 - $31.7 $44,098 - $49,483	-1,561 Reduced 0.51%	306,978 $9.45 Million
Q2 2024 Jul 25, 2024	BUY	$27.81 - $30.13 $381,581 - $413,413	13,721 Added 4.65%	308,539 $8.88 Million
Q1 2024 Apr 30, 2024	SELL	$27.45 - $30.1 $177,876 - $195,048	-6,480 Reduced 2.15%	294,818 $8.87 Million
Q4 2023 Feb 06, 2024	SELL	$23.61 - $29.53 $409,043 - $511,607	-17,325 Reduced 5.44%	301,298 $8.77 Million
Q3 2023 Oct 25, 2023	SELL	$24.97 - $27.69 $13,159 - $14,592	-527 Reduced 0.17%	318,623 $8.07 Million
Q2 2023 Aug 02, 2023	BUY	$23.17 - $25.7 $420,998 - $466,969	18,170 Added 6.04%	319,150 $8.2 Million
Q1 2023 May 04, 2023	BUY	$23.74 - $28.31 $7.15 Million - $8.52 Million	300,980 New	300,980 $7.5 Million

Others Institutions Holding DFSV

# of Institutions

417

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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