Pine Harbor Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Pine Harbor Wealth Management, LLC

83,825

Previous 75,780 10.62%

$2.6 Billion

Previous $2.32 Billion 12.24%

0.91%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	N/A	8,045 Added 10.62%	83,825 $2.6 Billion
Q1 2025 May 14, 2025	BUY	N/A	1,826 Added 2.47%	75,780 $2.32 Billion
Q4 2024 Feb 13, 2025	SELL	N/A	-2,031 Reduced 2.67%	73,954 $2.22 Billion
Q3 2024 Nov 13, 2024	SELL	N/A	-10,794 Reduced 12.44%	75,985 $2.34 Billion
Q2 2024 Aug 09, 2024	BUY	N/A	20 Added 0.02%	86,779 $2.51 Billion
Q1 2024 May 15, 2024	SELL	N/A	-16,591 Reduced 16.05%	86,759 $2.6 Billion
Q4 2023 Apr 03, 2024	BUY	N/A	103,350 New	103,350 $2.8 Billion

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