Pinnacle Wealth Planning Services, Inc. Dimensional ETF Tr U S Equity Transaction History

Pinnacle Wealth Planning Services, Inc.

$733 Million
Q3 2024

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 45,302 shares of DFUS stock, worth $2.93 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

45,302

Previous 54,654 17.11%

Holding current value

$2.93 Million

Previous $3.22 Million 12.41%

% of portfolio

0.38%

Previous 0.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$56.04 - $62.2 $524,086 - $581,694	-9,352 Reduced 17.11%	45,302 $2.82 Million
Q1 2024 May 09, 2024	SELL	$50.79 - $56.98 $114,125 - $128,034	-2,247 Reduced 3.95%	54,654 $3.11 Million
Q4 2023 Feb 07, 2024	BUY	$44.51 - $52.0 $25,815 - $30,160	580 Added 1.03%	56,901 $2.95 Million
Q2 2023 Aug 07, 2023	SELL	$43.77 - $48.16 $586,342 - $645,151	-13,396 Reduced 19.21%	56,321 $2.71 Million
Q1 2023 May 03, 2023	BUY	$41.24 - $45.43 $19,052 - $20,988	462 Added 0.67%	69,717 $3.1 Million
Q4 2022 Feb 13, 2023	BUY	$38.86 - $44.32 $439,001 - $500,683	11,297 Added 19.49%	69,255 $2.88 Million
Q2 2022 Aug 03, 2022	SELL	$39.62 - $49.51 $88,114 - $110,110	-2,224 Reduced 3.7%	57,958 $2.36 Million
Q1 2022 Apr 20, 2022	SELL	$45.16 - $52.01 $278,411 - $320,641	-6,165 Reduced 9.29%	60,182 $2.95 Million
Q3 2021 Oct 29, 2021	SELL	$46.48 - $49.7 $66,884 - $71,518	-1,439 Reduced 2.12%	66,347 $3.13 Million
Q2 2021 Aug 02, 2021	BUY	$45.75 - $47.12 $3.1 Million - $3.19 Million	67,786 New	67,786 $3.19 Million

Others Institutions Holding DFUS

# of Institutions

643

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Pinnacle Wealth Planning Services, Inc. Dimensional ETF Tr U S Equity Transaction History