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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$46.24 - $46.65 $10.9 Million - $11 Million
235,351 Added 814.42%
264,249 $12.3 Million
Q2 2023

Jan 12, 2024
SELL
$46.28 - $46.83 $10.9 Million - $11 Million
-235,351 Reduced 89.06%
28,898 $1.34 Million
Q2 2023

Aug 14, 2023
BUY
$46.28 - $46.83 $833,641 - $843,548
18,013 Added 165.48%
28,898 $1.34 Million
Q3 2022

Oct 23, 2023
SELL
$45.55 - $47.51 $820,492 - $855,797
-18,013 Reduced 62.33%
10,885 $499,000
Q3 2022

Nov 14, 2022
BUY
$45.55 - $47.51 $495,811 - $517,146
10,885 New
10,885 $501,000

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Pathstone Family Office, LLC Portfolio

Follow Pathstone Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email