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 372,785 shares of DUHP stock, worth $13.4 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
372,785
Previous 372,785
-0.0%
Holding current value
$13.4 Million
Previous $12.7 Million
0.82%
% of portfolio
1.2%
Previous 1.22%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
218MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.37 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.28 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$247 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$242 Million4.6% of portfolio