Pathstone Family Office, LLC Dimensional ETF Tr U S Equity Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Pathstone Family Office, LLC holds 91,674 shares of DFUS stock, worth $5.67 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
91,674
Previous 11,534
694.82%
Holding current value
$5.67 Million
Previous $555,000
668.83%
% of portfolio
0.03%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio