Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

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 379,132 shares of DFAI stock, worth $11.1 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

379,132

Previous 379,132 -0.0%

Holding current value

$11.1 Million

Previous $11.2 Million 7.11%

% of portfolio

1.16%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$28.93 - $30.91 $111,930 - $119,590	-3,869 Reduced 1.01%	379,132 $11.2 Million
Q1 2024 Apr 30, 2024	SELL	$27.74 - $30.27 $61,693 - $67,320	-2,224 Reduced 0.58%	383,001 $11.6 Million
Q4 2023 Feb 06, 2024	SELL	$24.88 - $28.69 $729,954 - $841,735	-29,339 Reduced 7.08%	385,225 $11 Million
Q3 2023 Oct 25, 2023	BUY	$26.0 - $28.17 $128,414 - $139,131	4,939 Added 1.21%	414,564 $10.8 Million
Q2 2023 Aug 02, 2023	SELL	$26.46 - $28.05 $72,103 - $76,436	-2,725 Reduced 0.66%	409,625 $11.2 Million
Q1 2023 May 04, 2023	BUY	$25.21 - $27.45 $10.4 Million - $11.3 Million	412,350 New	412,350 $11.1 Million

Others Institutions Holding DFAI

# of Institutions

539

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Account

Pinnacle Wealth Management Advisory Group, LLC Dimensional ETF Tr Transaction History