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

Pine Harbor Wealth Management, LLC

$250 Billion
Q1 2025

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 673,148 shares of DFIC stock, worth $20.4 Million. This represents 7.48% of its overall portfolio holdings.

Number of Shares

673,148

Previous 694,974 3.14%

Holding current value

$20.4 Million

Previous $18 Billion 4.07%

% of portfolio

7.48%

Previous 7.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.54 - $28.79 $557,436 - $628,370	-21,826 Reduced 3.14%	673,148 $18.7 Billion
Q4 2024 Feb 13, 2025	BUY	$25.61 - $28.0 $2.11 Million - $2.31 Million	82,450 Added 13.46%	694,974 $18 Billion
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

469

Shares Held

279M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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