Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.04 Billion
- Q3 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 306,978 shares of DFSV stock, worth $10.1 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
306,978
Previous 308,539
0.51%
Holding current value
$10.1 Million
Previous $8.88 Million
6.48%
% of portfolio
0.91%
Previous 0.92%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
339Shares Held
95.1MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$269 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$215 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$170 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$112 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$97.3 Million1.18% of portfolio