Pine Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Pine Harbor Wealth Management, LLC

$312 Billion
Q3 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 24,214 shares of DFSV stock, worth $760,319. This represents 0.25% of its overall portfolio holdings.

Number of Shares

24,214

Previous 25,051 3.34%

Holding current value

$760,319

Previous $737 Million 4.57%

% of portfolio

0.25%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$29.2 - $32.74 $24,440 - $27,403	-837 Reduced 3.34%	24,214 $771 Million
Q2 2025 Aug 14, 2025	BUY	$24.21 - $29.47 $39,268 - $47,800	1,622 Added 6.92%	25,051 $737 Million
Q1 2025 May 14, 2025	BUY	$27.56 - $32.1 $41,229 - $48,021	1,496 Added 6.82%	23,429 $660 Million
Q3 2024 Nov 13, 2024	BUY	$28.25 - $31.7 $76,020 - $85,304	2,691 Added 13.99%	21,933 $676 Million
Q2 2024 Aug 09, 2024	BUY	$27.81 - $30.13 $85,098 - $92,197	3,060 Added 18.91%	19,242 $554 Million

Q1 2024 May 15, 2024	BUY	$27.45 - $30.1 $132,665 - $145,473	4,833 Added 42.59%	16,182 $487 Million
Q4 2023 Apr 03, 2024	BUY	$23.61 - $29.53 $267,949 - $335,135	11,349 New	11,349 $330 Million

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Pine Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History