Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 493,431 shares of DFUS stock, worth $32.1 Million. This represents 12.66% of its overall portfolio holdings.

Number of Shares

493,431

Previous 428,763 15.08%

Holding current value

$32.1 Million

Previous $26.7 Billion 17.95%

% of portfolio

12.66%

Previous 13.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

723

Shares Held

162M

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

Track This Portfolio

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.

Account

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