Pathstone Holdings, LLC Dimensional ETF Tr Dimensional Transaction History
Pathstone Holdings, LLC
- $21.9 Billion
- Q2 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 3,593,442 shares of DFIC stock, worth $98.5 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,593,442
Previous 3,606,951
0.37%
Holding current value
$98.5 Million
Previous $96.5 Million
2.09%
% of portfolio
0.43%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio