Pathstone Family Office, LLC Dimensional ETF Tr Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pathstone Family Office, LLC holds 552,181 shares of DFAU stock, worth $20.9 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
552,181
Previous 49,145
1023.58%
Holding current value
$20.9 Million
Previous $1.52 Million
985.82%
% of portfolio
0.11%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio