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 298,486 shares of DISV stock, worth $8.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
298,486
Previous 307,227 2.85%
Holding current value
$8.66 Million
Previous $7.27 Million 2.31%
% of portfolio
0.05%
Previous 0.11%

Shares

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

Nov 08, 2023
SELL
$23.27 - $25.13 $203,403 - $219,661
-8,741 Reduced 2.85%
298,486 $7.1 Million
Q2 2023

Jan 12, 2024
BUY
$23.01 - $24.6 $201,130 - $215,028
8,741 Added 2.93%
307,227 $7.27 Million
Q2 2023

Aug 14, 2023
BUY
$23.01 - $24.6 $7.07 Million - $7.56 Million
307,227 New
307,227 $7.27 Million

Others Institutions Holding DISV

# of Institutions
263
Shares Held
56.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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