Pine Harbor Wealth Management, LLC DFUS Holdings History
Pine Harbor Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 511,917.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $30.96 Mil. This investment constitutes 12.39% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.23% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 5 purchases of DFUS, at an average price of $52.94, for a total of 511,917.00 shares. Based on historical transaction data and DFUS's current price of $68.75, Pine Harbor Wealth Management, LLC's estimated gain on his DFUS holdings is $8.09 Mil, reflecting a 29.86% gain to date.
Pine Harbor Wealth Management, LLC DFUS ($68.75) Holding Chart
Pine Harbor Wealth Management, LLC DFUS ($68.75) 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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