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 391,729 shares of DFAI stock, worth $14.5 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
391,729
Previous 391,729
-0.0%
Holding current value
$14.5 Million
Previous $13.5 Million
5.15%
% of portfolio
1.1%
Previous 1.15%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
715Shares Held
286MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio