Pinnacle Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Pinnacle Financial Group, LLC
- $251 Million
- Q4 2024
A detailed history of Pinnacle Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 861,645 shares of DFIC stock, worth $23.7 Million. This represents 8.86% of its overall portfolio holdings.
Number of Shares
861,645
Previous 813,187
5.96%
Holding current value
$23.7 Million
Previous $22.9 Million
2.67%
% of portfolio
8.86%
Previous 9.07%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio