Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.3 Billion
- Q3 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 216,573 shares of DFAE stock, worth $7.04 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
216,573
Previous 216,573
-0.0%
Holding current value
$7.04 Million
Previous $6.27 Million
8.92%
% of portfolio
0.53%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio