Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q1 2025
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 364,595 shares of DUHP stock, worth $12.4 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
364,595
Previous 372,785
2.2%
Holding current value
$12.4 Million
Previous $12.6 Million
4.08%
% of portfolio
1.15%
Previous 1.2%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.3 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.19 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$240 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$237 Million4.35% of portfolio