Pine Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 21,933 shares of DFSV stock, worth $653,603. This represents 0.27% of its overall portfolio holdings.
Number of Shares
21,933
Previous 21,933
-0.0%
Holding current value
$653,603
Previous $676 Million
0.06%
% of portfolio
0.27%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
414Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$240 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$227 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$162 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$124 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$118 Million0.19% of portfolio