Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 3,400 shares of DFAS stock, worth $205,666. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,400
Previous 3,398 0.06%
Holding current value
$205,666
Previous $220 Million 0.41%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Feb 13, 2025
BUY
$63.58 - $71.15 $127 - $142
2 Added 0.06%
3,400 $221 Million
Q3 2024

Nov 13, 2024
BUY
$59.25 - $65.33 $118 - $130
2 Added 0.06%
3,398 $220 Million
Q2 2024

Aug 09, 2024
BUY
$57.42 - $62.37 $114 - $124
2 Added 0.06%
3,396 $204 Million
Q1 2024

May 15, 2024
BUY
$56.66 - $62.34 $56 - $62
1 Added 0.03%
3,394 $212 Million
Q4 2023

Apr 03, 2024
BUY
$48.83 - $60.51 $165,680 - $205,310
3,393 New
3,393 $202 Million

Others Institutions Holding DFAS

# of Institutions
782
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Pine Harbor Wealth Management, LLC Portfolio

Follow Pine Harbor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email