Pathstone Holdings, LLC Dimensional ETF Tr U S Target Transaction History
Pathstone Holdings, LLC
- $21.2 Billion
- Q1 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Pathstone Holdings, LLC holds 434,840 shares of DFAT stock, worth $22.6 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
434,840
Previous 432,666
0.5%
Holding current value
$22.6 Million
Previous $22.6 Million
4.54%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio