Pathstone Holdings, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 2011612
ENGLEWOOD, NJ
All Filings in DFNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 DFNM | $38,953,234 | 811,864 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 DFNM | $37,631,815 | 793,418 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 DFNM | $35,606,096 | 748,499 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 DFNM | $33,306,103 | 697,218 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFNM | $34,877,397 | 718,529 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 DFNM | $34,779,808 | 728,068 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFNM | $35,319,218 | 734,440 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 DFNM | $35,262,403 | 726,910 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||