Pinnacle Wealth Planning Services, Inc. Dimensional ETF Tr U S Equity Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 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 46,133 shares of DFUS stock, worth $2.97 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
46,133
Previous 46,133
-0.0%
Holding current value
$2.97 Million
Previous $2.94 Million
-0.0%
% of portfolio
0.45%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.7 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$513 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$374 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$309 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$260 Million0.09% of portfolio