Pioneer Wealth Management Group Dimensional ETF Tr Transaction History
Pioneer Wealth Management Group
- $188 Billion
- Q2 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 988,871 shares of DFAU stock, worth $39.1 Million. This represents 19.69% of its overall portfolio holdings.
Number of Shares
988,871
Previous 914,839
8.09%
Holding current value
$39.1 Million
Previous $33.4 Billion
10.9%
% of portfolio
19.69%
Previous 19.11%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio