Pine Harbor Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Pine Harbor Wealth Management, LLC

  • $248 Billion
  • Q4 2024
Number of Shares
73,954
Previous 75,985 2.67%
Holding current value
$2.22 Billion
Previous $2.34 Billion 5.14%
% of portfolio
0.89%
Previous 1.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
N/A
-2,031 Reduced 2.67%
73,954 $2.22 Billion
Q3 2024

Nov 13, 2024
SELL
N/A
-10,794 Reduced 12.44%
75,985 $2.34 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
20 Added 0.02%
86,779 $2.51 Billion
Q1 2024

May 15, 2024
SELL
N/A
-16,591 Reduced 16.05%
86,759 $2.6 Billion
Q4 2023

Apr 03, 2024
BUY
N/A
103,350 New
103,350 $2.8 Billion
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