Pathstone Holdings, LLC Dimensional ETF Tr Transaction History
Pathstone Holdings, LLC
- $21.2 Billion
- Q1 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pathstone Holdings, LLC holds 3,282,227 shares of DFAX stock, worth $83.5 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
3,282,227
Previous 3,316,028
1.02%
Holding current value
$83.5 Million
Previous $81 Million
3.11%
% of portfolio
0.39%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio