Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
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 3,398 shares of DFAS stock, worth $229,942. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,398
Previous 3,396
0.06%
Holding current value
$229,942
Previous $204 Million
8.02%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
722Shares Held
111MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$443 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio