Pine Harbor Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 6,545 shares of DFAU stock, worth $271,355. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$271,355
Previous $245 Million
5.87%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio