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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$26.06 - $29.18 $73,384 - $82,170
-2,816 Reduced 1.08%
257,147 $7.47 Million
Q2 2024

Aug 14, 2024

BUY
$26.23 - $28.56 $75,437 - $82,138
2,876 Added 1.12%
259,963 $7 Million
Q1 2024

May 13, 2024

SELL
$24.73 - $27.24 $464,107 - $511,213
-18,767 Reduced 6.8%
257,087 $6.99 Million
Q4 2023

Feb 14, 2024

BUY
$22.43 - $25.87 $6.19 Million - $7.14 Million
275,854 New
275,854 $7.11 Million

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Pathstone Holdings, LLC Portfolio

Follow Pathstone Holdings, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.