Bay Harbor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Bay Harbor Wealth Management, LLC

  • $347 Million
  • Q3 2025

A detailed history of Bay Harbor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 206 shares of DFSV stock, worth $6,468. This represents 0.0% of its overall portfolio holdings.

Number of Shares
206
Previous 205 0.49%
Holding current value
$6,468
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$29.2 - $32.74 $29 - $32
1 Added 0.49%
206 $6,000
Q2 2025

Jul 22, 2025
BUY
$24.21 - $29.47 $4,963 - $6,041
205 New
205 $6,000

Others Institutions Holding DFSV

# of Institutions
495
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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

Track Bay Harbor Wealth Management, LLC Portfolio

Follow Bay Harbor Wealth Management, 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 Bay Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bay Harbor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email