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 23,429 shares of DFSV stock, worth $721,613. This represents 0.26% of its overall portfolio holdings.

Number of Shares
23,429
Previous 21,933 6.82%
Holding current value
$721,613
Previous $675 Million 2.31%
% of portfolio
0.26%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.56 - $32.1 $41,229 - $48,021
1,496 Added 6.82%
23,429 $660 Million
Q3 2024

Nov 13, 2024
BUY
$28.25 - $31.7 $76,020 - $85,304
2,691 Added 13.99%
21,933 $676 Million
Q2 2024

Aug 09, 2024
BUY
$27.81 - $30.13 $85,098 - $92,197
3,060 Added 18.91%
19,242 $554 Million
Q1 2024

May 15, 2024
BUY
$27.45 - $30.1 $132,665 - $145,473
4,833 Added 42.59%
16,182 $487 Million
Q4 2023

Apr 03, 2024
BUY
$23.61 - $29.53 $267,949 - $335,135
11,349 New
11,349 $330 Million

Others Institutions Holding DFSV

# of Institutions
458
Shares Held
125M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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