Pine Harbor Wealth Management, LLC's ownership history for DFSV

Pine Harbor Wealth Management, LLC currently holds 24.2K shares with a market value of $771.0K. It started holding DFSV on 2024-09-30. At its peak, it held 25.1K shares on 2025-06-30. Its highest holding value was $771.0K on 2025-09-30. At its lowest, it held 21.9K shares on 2024-09-30, with a value of $659.5K on 2025-03-31. In the recent 180 days, Pine Harbor Wealth Management, LLC has increased its shares by 785. In the recent year, Pine Harbor Wealth Management, LLC has increased its shares by 2.3K.