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Dimensional Etf Trust shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 373k 34.07
2024-06-30 $12M 374k 31.99
2024-03-31 $12M 384k 31.61
2023-12-31 $11M 387k 28.61
2023-09-30 $9.9M 384k 25.69
2023-06-30 $9.9M 373k 26.54
2023-03-31 $8.3M 331k 25.14

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Merriman Wealth Management
Forum Financial Management
Vista Wealth Management Group
Pure Financial Advisors
Alesco Advisors
HighTower Advisors
Aprio Wealth Management
Colony
CI Private Wealth
Wealth Enhancement Advisory Services
Buckingham Asset Management
Pathstone Holdings
Foster Group

View all funds holding Dimensional Etf Trust