Bay Harbor Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 170,109 shares of DFSD stock, worth $8.06 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
170,109
Previous 150,217 13.24%
Holding current value
$8.06 Million
Previous $7.17 Million 11.2%
% of portfolio
2.63%
Previous 2.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$46.75 - $47.8 $929,951 - $950,837
19,892 Added 13.24%
170,109 $7.97 Million
Q3 2024

Oct 24, 2024
BUY
$47.0 - $47.84 $1.34 Million - $1.36 Million
28,427 Added 23.34%
150,217 $7.17 Million
Q2 2024

Jul 24, 2024
BUY
$46.64 - $47.15 $1.08 Million - $1.09 Million
23,123 Added 23.44%
121,790 $5.72 Million
Q1 2024

Apr 22, 2024
BUY
$46.78 - $47.19 $610,806 - $616,159
13,057 Added 15.25%
98,667 $4.64 Million
Q4 2023

Jan 26, 2024
BUY
$46.16 - $47.09 $1.23 Million - $1.25 Million
26,573 Added 45.01%
85,610 $4.02 Million
Q3 2023

Oct 24, 2023
BUY
$46.24 - $46.65 $390,820 - $394,285
8,452 Added 16.71%
59,037 $2.74 Million
Q2 2023

Jul 19, 2023
BUY
$46.28 - $46.83 $1.06 Million - $1.07 Million
22,844 Added 82.35%
50,585 $2.34 Million
Q1 2023

May 03, 2023
BUY
$46.1 - $46.75 $1.19 Million - $1.2 Million
25,728 Added 1278.09%
27,741 $1.29 Million
Q4 2022

Jan 25, 2023
BUY
$45.19 - $46.47 $81,387 - $83,692
1,801 Added 849.53%
2,013 $93,000
Q3 2022

Nov 02, 2022
BUY
$45.55 - $47.51 $9,656 - $10,072
212 New
212 $10,000

Others Institutions Holding DFSD

# of Institutions
331
Shares Held
66M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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