Pine Harbor Wealth Management, LLC Dimensional ETF Tr Transaction History
Pine Harbor Wealth Management, LLC
- $312 Billion
- Q3 2025
A detailed history of Pine Harbor Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 6,545 shares of DFAU stock, worth $300,742. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$300,742
Previous $277 Million
8.03%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio