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

Pine Harbor Wealth Management, LLC

$201 Billion
Q3 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 428,763 shares of DFUS stock, worth $27.6 Million. This represents 13.27% of its overall portfolio holdings.

Number of Shares

428,763

Previous 426,811 0.46%

Holding current value

$27.6 Million

Previous $25.1 Billion 6.18%

% of portfolio

13.27%

Previous 14.78%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

645

Shares Held

133M

Call Options Held

Put Options Held

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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