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Pine Harbor Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Pine Harbor Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,414
Closed -$225K – 102
2024
Q2 		$225K Sell
5,414
-12,010
-69% -$498K 0.13% 86
2024
Q1 		$731K Buy
17,424
+567
+3% +$23.8K 0.46% 37
2023
Q4 		$715K Buy
+16,857
New +$689K 0.54% 35

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BHWM
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W
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Pine Harbor Wealth Management's DFCF Position: Q3 2024 in Review

Pine Harbor Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2024, closing a stake of 5,414 shares — an estimated $225K sold.

Pine Harbor Wealth Management first reported a position in DFCF in Q4 2023 and held it in 3 quarters. The position peaked at $731K in Q1 2024. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • Pine Harbor Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Pine Harbor Wealth Management sold 5,414 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $225K.
  • Pine Harbor Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 3 quarters.
  • Pine Harbor Wealth Management's Dimensional Core Fixed Income ETF position peaked at $731K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Pine Harbor Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.