Pathstone Holdings, LLC Dimensional ETF Tr Transaction History
Pathstone Holdings, LLC
- $21.9 Billion
- Q2 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pathstone Holdings, LLC holds 426,096 shares of DFAU stock, worth $16.9 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
426,096
Previous 398,268
6.99%
Holding current value
$16.9 Million
Previous $14.6 Million
9.77%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio