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 $111 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
$111 Million
Previous $102 Million
20.76%
% of portfolio
0.52%
Previous 1.55%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
509Shares Held
295MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$993 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio