Pine Harbor Wealth Management, LLC Dimensional ETF Tr Transaction History
Pine Harbor Wealth Management, LLC
- $284 Billion
- Q2 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 $298,844. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$298,844
Previous $252 Million
10.2%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
138MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio