Pathstone Family Office, LLC Dimensional ETF Tr Us Marketwi Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Pathstone Family Office, LLC holds 1,159,533 shares of DFUV stock, worth $45.3 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,159,533
Previous 1,379,120
15.92%
Holding current value
$45.3 Million
Previous $47.6 Million
17.09%
% of portfolio
0.25%
Previous 0.72%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$939 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$648 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$567 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$429 Million0.71% of portfolio