Bay Harbor Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bay Harbor Wealth Management, LLC
- $303 Million
- Q4 2024
A detailed history of Bay Harbor Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 129,942 shares of DFCF stock, worth $5.41 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
129,942
Previous 112,363
15.64%
Holding current value
$5.41 Million
Previous $4.85 Million
10.76%
% of portfolio
1.77%
Previous 1.61%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio