Pinnacle Financial Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pinnacle Financial Group, LLC
- $319 Million
- Q3 2025
A detailed history of Pinnacle Financial Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 6,230 shares of DFNM stock, worth $300,348. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,230Holding current value
$300,348% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
30MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
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Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio