Pine Harbor Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 192,089 shares of DFSD stock, worth $9.07 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
192,089
Previous 112,694 70.45%
Holding current value
$9.07 Million
Previous $5.38 Billion 67.38%
% of portfolio
3.63%
Previous 2.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$46.75 - $47.8 $3.71 Million - $3.8 Million
79,395 Added 70.45%
192,089 $9.01 Billion
Q3 2024

Nov 13, 2024
BUY
$47.0 - $47.84 $2.41 Million - $2.46 Million
51,337 Added 83.67%
112,694 $5.38 Billion
Q2 2024

Aug 09, 2024
BUY
$46.64 - $47.15 $512,013 - $517,612
10,978 Added 21.79%
61,357 $2.88 Billion
Q1 2024

May 15, 2024
BUY
$46.78 - $47.19 $987,666 - $996,322
21,113 Added 72.14%
50,379 $2.37 Billion
Q4 2023

Apr 03, 2024
BUY
$46.16 - $47.09 $1.35 Million - $1.38 Million
29,266 New
29,266 $1.38 Billion

Others Institutions Holding DFSD

# of Institutions
328
Shares Held
65.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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