Pine Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Pine Harbor Wealth Management, LLC

  • $201 Billion
  • Q3 2024

A detailed history of Pine Harbor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 612,524 shares of DFIC stock, worth $16.1 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares
612,524
Previous 508,260 20.51%
Holding current value
$16.1 Million
Previous $13.4 Billion 28.99%
% of portfolio
8.58%
Previous 7.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$25.36 - $28.37 $2.64 Million - $2.96 Million
104,264 Added 20.51%
612,524 $17.2 Billion
Q2 2024

Aug 09, 2024
BUY
$25.73 - $27.44 $850,016 - $906,507
33,036 Added 6.95%
508,260 $13.4 Billion
Q1 2024

May 15, 2024
BUY
$24.62 - $26.83 $2.83 Million - $3.08 Million
114,973 Added 31.91%
475,224 $12.7 Billion
Q4 2023

Apr 03, 2024
BUY
$22.18 - $25.58 $7.99 Million - $9.22 Million
360,251 New
360,251 $9.2 Billion

Others Institutions Holding DFIC

# of Institutions
364
Shares Held
234M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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