Pathstone Holdings, LLC Dimensional ETF Tr Dimensional Transaction History
Pathstone Holdings, LLC
- $22.2 Billion
- Q4 2024
A detailed history of Pathstone Holdings, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pathstone Holdings, LLC holds 1,585,296 shares of DUHP stock, worth $52.5 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,585,296
Previous 2,083,300
23.9%
Holding current value
$52.5 Million
Previous $71 Million
24.53%
% of portfolio
0.24%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
391Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio