Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 426,811 shares of DFUS stock, worth $26.3 Million. This represents 14.78% of its overall portfolio holdings.
Number of Shares
426,811
Previous 387,560
10.13%
Holding current value
$26.3 Million
Previous $22.1 Billion
13.74%
% of portfolio
14.78%
Previous 13.9%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$362 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$226 Million0.23% of portfolio