Pathstone Family Office, LLC Dimensional ETF Tr Inflation P Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Pathstone Family Office, LLC holds 5,716 shares of DFIP stock, worth $233,784. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,716
Previous 5,716
-0.0%
Holding current value
$233,784
Previous $236,000
3.81%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.5 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.6 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.3 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.6 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio