Pathstone Holdings, LLC Dimensional ETF Tr Dimensional Transaction History
Pathstone Holdings, LLC
- $22.2 Billion
- Q4 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 1,585,296 shares of DUHP stock, worth $51.8 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,585,296
Previous 2,083,300
23.9%
Holding current value
$51.8 Million
Previous $71 Million
24.53%
% of portfolio
0.24%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
399Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$225 Million4.6% of portfolio