Pathstone Holdings, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pathstone Holdings, LLC
- $21.9 Billion
- Q2 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pathstone Holdings, LLC holds 728,068 shares of DFNM stock, worth $35.2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
728,068
Previous 734,440
0.87%
Holding current value
$35.2 Million
Previous $35.3 Million
1.53%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio