Pathstone Family Office, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pathstone Family Office, LLC holds 19,272 shares of DFNM stock, worth $920,623. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,272
Previous 744,682
97.41%
Holding current value
$920,623
Previous $35.5 Million
97.48%
% of portfolio
0.01%
Previous 0.54%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio