Pioneer Wealth Management Group Dimensional ETF Tr Transaction History
Pioneer Wealth Management Group
- $210 Billion
- Q3 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pioneer Wealth Management Group holds 1,025,308 shares of DFAU stock, worth $42.3 Million. This represents 19.41% of its overall portfolio holdings.
Number of Shares
1,025,308
Previous 988,871
3.68%
Holding current value
$42.3 Million
Previous $37.1 Billion
9.77%
% of portfolio
19.41%
Previous 19.69%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio