Pathstone Holdings, LLC Dimensional ETF Tr Dimensional Transaction History
Pathstone Holdings, LLC
- $25.6 Billion
- Q3 2025
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pathstone Holdings, LLC holds 1,699,092 shares of DUHP stock, worth $64 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,699,092
Previous 1,627,483
4.4%
Holding current value
$64 Million
Previous $57.9 Million
10.89%
% of portfolio
0.25%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio