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 372,785 shares of DUHP stock, worth $13 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
372,785
Previous 373,911
0.3%
Holding current value
$13 Million
Previous $12 Million
6.18%
% of portfolio
1.22%
Previous 1.24%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio