Pathstone Holdings, LLC Dimensional ETF Tr Transaction History
Pathstone Holdings, LLC
- $22.3 Billion
- Q3 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pathstone Holdings, LLC holds 486,642 shares of DFAU stock, worth $20.1 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
486,642
Previous 426,096
14.21%
Holding current value
$20.1 Million
Previous $16 Million
20.91%
% of portfolio
0.09%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
411Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$144 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio