Pine Harbor Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Pine Harbor Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.8M	Buy	561,269 +19,140	+4%	+$1.42M	11.91%	1
2025 Q4	$40.2M	Buy	542,129 +19,552	+4%	+$1.44M	12.32%	1
2025 Q3	$37.9M	Buy	522,577 +3,458	+0.7%	+$241K	12.14%	1
2025 Q2	$34.8M	Buy	519,119 +7,202	+1%	+$446K	12.24%	1
2025 Q1	$31M	Buy	511,917 +18,486	+4%	+$1.18M	12.39%	1
2024 Q4	$31.5M	Buy	493,431 +64,668	+15%	+$4.15M	12.66%	1
2024 Q3	$26.7M	Buy	428,763 +1,952	+0.5%	+$117K	13.27%	1
2024 Q2	$25.1M	Buy	426,811 +39,251	+10%	+$2.23M	14.78%	1
2024 Q1	$22.1M	Buy	387,560 +115,000	+42%	+$6.23M	13.9%	1
2023 Q4	$14.1M	Buy	+272,560	New	+$13.2M	10.75%	1

Other funds holding DFUS

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return