Pioneer Wealth Management Group Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Pioneer Wealth Management Group holds 82,748 shares of DFAT stock, worth $4.22 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
82,748
Previous 57,606
43.64%
Holding current value
$4.22 Million
Previous $3.01 Billion
49.41%
% of portfolio
2.57%
Previous 1.88%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$699 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$645 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$463 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$394 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$246 Million3.04% of portfolio