Pine Harbor Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 6,545 shares of DFAU stock, worth $240,725. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$240,725
Previous $260 Million
2.02%
% of portfolio
0.11%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
486Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$72.9 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$182 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$153 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio