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 21,933 shares of DFSV stock, worth $622,677. This represents 0.27% of its overall portfolio holdings.
Number of Shares
21,933
Previous 21,933
-0.0%
Holding current value
$622,677
Previous $676 Million
0.06%
% of portfolio
0.27%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$229 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$216 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$119 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$113 Million0.19% of portfolio