Pine Harbor Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 197,003 shares of DFSD stock, worth $9.37 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

197,003

Previous 192,089 2.56%

Holding current value

$9.37 Million

Previous $9.01 Billion 3.96%

% of portfolio

3.75%

Previous 3.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$46.74 - $47.55 $229,680 - $233,660	4,914 Added 2.56%	197,003 $9.36 Billion
Q4 2024 Feb 13, 2025	BUY	$46.75 - $47.8 $3.71 Million - $3.8 Million	79,395 Added 70.45%	192,089 $9.01 Billion
Q3 2024 Nov 13, 2024	BUY	$47.0 - $47.84 $2.41 Million - $2.46 Million	51,337 Added 83.67%	112,694 $5.38 Billion
Q2 2024 Aug 09, 2024	BUY	$46.64 - $47.15 $512,013 - $517,612	10,978 Added 21.79%	61,357 $2.88 Billion
Q1 2024 May 15, 2024	BUY	$46.78 - $47.19 $987,666 - $996,322	21,113 Added 72.14%	50,379 $2.37 Billion
Q4 2023 Apr 03, 2024	BUY	$46.16 - $47.09 $1.35 Million - $1.38 Million	29,266 New	29,266 $1.38 Billion

Others Institutions Holding DFSD

# of Institutions

352

Shares Held

67.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.

Account

Pine Harbor Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History