Pine Harbor Wealth Management, LLC Dimensional ETF Tr Transaction History
Pine Harbor Wealth Management, LLC
- $159 Billion
- Q1 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 $248,186. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$248,186
Previous $218 Million
9.89%
% of portfolio
0.15%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio