Pathstone Holdings, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pathstone Holdings, LLC
- $22.3 Billion
- Q3 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pathstone Holdings, LLC holds 718,529 shares of DFNM stock, worth $34.3 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
718,529
Previous 728,068
1.31%
Holding current value
$34.3 Million
Previous $34.8 Million
0.28%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio