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 1,124,693 shares of DUHP stock, worth $36 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,124,693
Previous 2,326,586
51.66%
Holding current value
$36 Million
Previous $61.7 Million
53.21%
% of portfolio
0.19%
Previous 0.94%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio