Pathstone Holdings, LLC Dimensional ETF Tr U S Target Transaction History
Pathstone Holdings, LLC
- $21.9 Billion
- Q2 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Pathstone Holdings, LLC holds 420,628 shares of DFAT stock, worth $23.3 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
420,628
Previous 434,840
3.27%
Holding current value
$23.3 Million
Previous $23.7 Million
7.82%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio