Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 511,917 shares of DFUS stock, worth $35.2 Million. This represents 12.39% of its overall portfolio holdings.

Number of Shares

511,917

Previous 493,431 3.75%

Holding current value

$35.2 Million

Previous $31.5 Billion 1.58%

% of portfolio

12.39%

Previous 12.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$59.61 - $66.71 $1.1 Million - $1.23 Million	18,486 Added 3.75%	511,917 $31 Billion
Q4 2024 Feb 13, 2025	BUY	$61.52 - $66.5 $3.98 Million - $4.3 Million	64,668 Added 15.08%	493,431 $31.5 Billion
Q3 2024 Nov 13, 2024	BUY	$56.04 - $62.2 $109,390 - $121,414	1,952 Added 0.46%	428,763 $26.7 Billion
Q2 2024 Aug 09, 2024	BUY	$53.83 - $59.14 $2.11 Million - $2.32 Million	39,251 Added 10.13%	426,811 $25.1 Billion
Q1 2024 May 15, 2024	BUY	$50.79 - $56.98 $5.84 Million - $6.55 Million	115,000 Added 42.19%	387,560 $22.1 Billion
Q4 2023 Apr 03, 2024	BUY	$44.51 - $52.0 $12.1 Million - $14.2 Million	272,560 New	272,560 $14.1 Billion

Others Institutions Holding DFUS

# of Institutions

781

Shares Held

195M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History