Pathstone Family Office, LLC Dimensional ETF Tr Short Durat Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Pathstone Family Office, LLC holds 264,249 shares of DFSD stock, worth $12.5 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
264,249
Previous 28,898
814.42%
Holding current value
$12.5 Million
Previous $1.34 Million
815.24%
% of portfolio
0.08%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
280Shares Held
53.5MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio