Pine Harbor Wealth Management, LLC DFSD Holdings History
Pine Harbor Wealth Management, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 197,003.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $9.36 Mil. This investment constitutes 3.75% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.21% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 5 purchases of DFSD, at an average price of $47.18, for a total of 197,003.00 shares. Based on historical transaction data and DFSD's current price of $47.94, Pine Harbor Wealth Management, LLC's estimated gain on his DFSD holdings is $149,421.62, reflecting a 1.61% gain to date.
Pine Harbor Wealth Management, LLC DFSD ($47.94) Holding Chart
Pine Harbor Wealth Management, LLC DFSD ($47.94) 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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