Pioneer Wealth Management Group Dimensional ETF Tr U S Core Eq Transaction History
Pioneer Wealth Management Group
- $210 Billion
- Q3 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Pioneer Wealth Management Group holds 68,218 shares of DFAC stock, worth $2.26 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
68,218
Previous 60,057
13.59%
Holding current value
$2.26 Million
Previous $1.94 Billion
20.81%
% of portfolio
1.12%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio