Pathstone Family Office, LLC Dimensional ETF Tr Inflation P Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Pathstone Family Office, LLC holds 5,716 shares of DFIP stock, worth $231,326. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,716
Previous 5,716
-0.0%
Holding current value
$231,326
Previous $236,000
3.81%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio