Pathstone Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pathstone Family Office, LLC holds 1,076,334 shares of DFSV stock, worth $30.8 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,076,334
Previous 991,343
8.57%
Holding current value
$30.8 Million
Previous $25.5 Million
7.05%
% of portfolio
0.18%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.4 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.3 Million0.1% of portfolio