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 $12.4 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
264,249
Previous 28,898
814.42%
Holding current value
$12.4 Million
Previous $1.34 Million
815.24%
% of portfolio
0.08%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.7 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.3 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.4 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.3 Million0.84% of portfolio