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 $238,014. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,716
Previous 5,716
-0.0%
Holding current value
$238,014
Previous $236,000
3.81%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
133Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$146 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.8 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.2 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.4 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio