Pioneer Wealth Management Group Dimensional ETF Tr Transaction History
Pioneer Wealth Management Group
- $210 Billion
- Q3 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pioneer Wealth Management Group holds 920,663 shares of DFAI stock, worth $28.8 Million. This represents 13.95% of its overall portfolio holdings.
Number of Shares
920,663
Previous 862,331
6.76%
Holding current value
$28.8 Million
Previous $25.6 Billion
14.36%
% of portfolio
13.95%
Previous 13.59%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio