Pine Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 694,974 shares of DFIC stock, worth $19.1 Million. This represents 7.23% of its overall portfolio holdings.
Number of Shares
694,974
Previous 612,524
13.46%
Holding current value
$19.1 Million
Previous $17.2 Billion
4.21%
% of portfolio
7.23%
Previous 8.58%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$809 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$753 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$449 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$168 Million10.37% of portfolio