Pioneer Wealth Management Group Dimensional ETF Tr U S Small C Transaction History
Pioneer Wealth Management Group
- $175 Billion
- Q1 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pioneer Wealth Management Group holds 81,816 shares of DFAS stock, worth $4.85 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
81,816
Previous 74,323
10.08%
Holding current value
$4.85 Million
Previous $4.43 Billion
15.1%
% of portfolio
2.92%
Previous 2.76%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
638Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$364 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio