Pathstone Holdings, LLC Dimensional ETF Tr Short Durat Transaction History
Pathstone Holdings, LLC
- $22.3 Billion
- Q3 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Pathstone Holdings, LLC holds 30,355 shares of DFSD stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
30,355
Previous 30,355
-0.0%
Holding current value
$1.43 Million
Previous $1.43 Million
1.61%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
280Shares Held
53.5MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio