Pinnacle Wealth Planning Services, Inc. Dimensional ETF Tr U S Equity Transaction History
Pinnacle Wealth Planning Services, Inc.
- $4.39 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 46,133 shares of DFUS stock, worth $3.03 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
46,133
Previous 45,302
1.83%
Holding current value
$3.03 Million
Previous $2.82 Million
4.44%
% of portfolio
0.07%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
698Shares Held
144MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$574 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio