Pathstone Family Office, LLC Dimensional ETF Tr U S Core Eq Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Pathstone Family Office, LLC holds 298,470 shares of DFAC stock, worth $9.7 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
298,470
Previous 289,824
2.98%
Holding current value
$9.7 Million
Previous $7.87 Million
0.62%
% of portfolio
0.05%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio