Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $962 Million
- Q2 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 373,911 shares of DUHP stock, worth $12.1 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
373,911
Previous 384,196
2.68%
Holding current value
$12.1 Million
Previous $12.1 Million
1.51%
% of portfolio
1.24%
Previous 1.31%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
299Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$991 Million2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$952 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$266 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$218 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$216 Million4.41% of portfolio