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Dimensional Etf Trust shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $399k 14k 28.15
2024-06-30 $713k 27k 26.73
2024-03-31 $765k 30k 25.49
2023-12-31 $730k 29k 24.96

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

Top funds holding Dimensional Etf Trust

Forum Financial Management
CI Private Wealth
Colony
Truepoint
HighTower Advisors
Buckingham Asset Management
Buckingham Strategic Partners
Parcion Private Wealth
Asset Dedication
Heritage Financial Services
Evensky & Katz
Carlson Capital Management
BKD Wealth Advisors
RW Investment Management
Hill Investment Group Partners

View all funds holding Dimensional Etf Trust