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 2,083,300 shares of DUHP stock, worth $73.9 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,083,300
Previous 2,060,043
1.13%
Holding current value
$73.9 Million
Previous $65.9 Million
7.71%
% of portfolio
0.32%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.34 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.31 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$296 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$243 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$239 Million15.86% of portfolio