Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Pine Harbor Wealth Management, LLC
- $250 Billion
- Q1 2025
A detailed history of Pine Harbor Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 3,402 shares of DFAS stock, worth $224,532. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,402
Previous 3,400
0.06%
Holding current value
$224,532
Previous $221 Million
8.14%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
827Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio