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

Pine Harbor Wealth Management, LLC

  • $170 Billion
  • Q2 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 19,242 shares of DFSV stock, worth $590,729. This represents 0.33% of its overall portfolio holdings.

Number of Shares
19,242
Previous 16,182 18.91%
Holding current value
$590,729
Previous $487 Million 13.7%
% of portfolio
0.33%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
317
Shares Held
81.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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