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 $216,818. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,400
Previous 3,398
0.06%
Holding current value
$216,818
Previous $220 Million
0.41%
% of portfolio
0.09%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$845 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$480 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$417 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio