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 3,456,831 shares of DFIC stock, worth $94.7 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
3,456,831
Previous 4,196,938
17.63%
Holding current value
$94.7 Million
Previous $102 Million
20.76%
% of portfolio
0.52%
Previous 1.55%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio