Pine Harbor Wealth Management, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 14,164 shares of DFEM stock, worth $376,337. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,164
Previous 26,687
46.93%
Holding current value
$376,337
Previous $713 Million
44.11%
% of portfolio
0.2%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio