Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Pine Harbor Wealth Management, LLC
- $170 Billion
- Q2 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 3,396 shares of DFAS stock, worth $217,038. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,396
Previous 3,394
0.06%
Holding current value
$217,038
Previous $212 Million
3.56%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
671Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$717 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$445 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$426 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$284 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio