Pathstone Holdings, LLC Dimensional ETF Tr Dimensional Transaction History
Pathstone Holdings, LLC
- $22.3 Billion
- Q3 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pathstone Holdings, LLC holds 257,147 shares of DISV stock, worth $6.94 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
257,147
Previous 259,963
1.08%
Holding current value
$6.94 Million
Previous $7 Million
6.82%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$168 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$85 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio