Pathstone Family Office, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Pathstone Family Office, LLC

  • $15.6 Billion
  • Q3 2023

A detailed history of Pathstone Family Office, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pathstone Family Office, LLC holds 19,272 shares of DFNM stock, worth $929,103. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,272
Previous 744,682 97.41%
Holding current value
$929,103
Previous $35.5 Million 97.48%
% of portfolio
0.01%
Previous 0.54%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$46.44 - $47.81 $33.7 Million - $34.7 Million
-725,410 Reduced 97.41%
19,272 $895,000
Q2 2023

Jan 12, 2024
BUY
$47.15 - $48.62 $34.3 Million - $35.4 Million
727,875 Added 3776.85%
747,147 $35.6 Million
Q2 2023

Aug 14, 2023
SELL
$47.15 - $48.62 $1.82 Million - $1.87 Million
-38,562 Reduced 4.92%
744,682 $35.5 Million
Q1 2023

May 15, 2023
BUY
$47.4 - $48.69 $36.1 Million - $37.1 Million
761,671 Added 3530.67%
783,244 $37.8 Million
Q4 2022

Oct 23, 2023
SELL
$46.51 - $48.03 $35.1 Million - $36.2 Million
-754,059 Reduced 97.22%
21,573 $1.03 Million
Q4 2022

Feb 13, 2023
SELL
$46.51 - $48.03 $35.1 Million - $36.2 Million
-754,059 Reduced 97.22%
21,573 $1.03 Million
Q3 2022

Oct 23, 2023
BUY
$46.65 - $48.89 $35.4 Million - $37.1 Million
759,663 Added 4757.11%
775,632 $36.4 Million
Q3 2022

Nov 14, 2022
BUY
$46.65 - $48.89 $35.4 Million - $37.1 Million
759,663 Added 4757.11%
775,632 $36.2 Million
Q2 2022

Oct 23, 2023
SELL
$47.55 - $48.44 $34.7 Million - $35.3 Million
-728,713 Reduced 97.86%
15,969 $767,000
Q2 2022

Aug 15, 2022
BUY
$47.55 - $48.44 $759,325 - $773,538
15,969 New
15,969 $768,000

Others Institutions Holding DFNM

# of Institutions
262
Shares Held
29.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Pathstone Family Office, LLC Portfolio

Follow Pathstone Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email