Pine Harbor Wealth Management, LLC DFIC Holdings History
Pine Harbor Wealth Management, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 673,148.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $18.69 Mil. This investment constitutes 7.48% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.22% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 4 purchases of DFIC, at an average price of $25.08, for a total of 694,974.00 shares. In addition, there have been 1 sales at an average price of $27.31 for 21,826.00 shares. Based on historical transaction data and DFIC's current price of $31.96, Pine Harbor Wealth Management, LLC's estimated gain on his DFIC holdings is $4.67 Mil, reflecting a 26.82% gain to date.
Pine Harbor Wealth Management, LLC DFIC ($31.96) Holding Chart
Pine Harbor Wealth Management, LLC DFIC ($31.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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