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 3,273,413 shares of DFAX stock, worth $83.3 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
3,273,413
Previous 3,478,170
5.89%
Holding current value
$83.3 Million
Previous $81.1 Million
9.08%
% of portfolio
0.47%
Previous 1.23%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio