Pathstone Holdings, LLC Dimensional ETF Tr Core Fxd In Transaction History
Pathstone Holdings, LLC
- $22.2 Billion
- Q4 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Pathstone Holdings, LLC holds 1,486,708 shares of DFCF stock, worth $62.4 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,486,708
Previous 1,677,054
11.35%
Holding current value
$62.4 Million
Previous $72.4 Million
15.11%
% of portfolio
0.28%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio