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 $9.29 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
306,211
Previous 306,978
0.25%
Holding current value
$9.29 Million
Previous $9.45 Million
0.31%
% of portfolio
0.9%
Previous 0.91%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
413Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$244 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$231 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$165 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$127 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$121 Million0.19% of portfolio