Pathstone Holdings, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pathstone Holdings, LLC
- $22.8 Billion
- Q1 2025
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 748,499 shares of DFNM stock, worth $35.5 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
748,499
Previous 697,218
7.36%
Holding current value
$35.5 Million
Previous $33.3 Million
6.88%
% of portfolio
0.16%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
27.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio