Baystate Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Baystate Wealth Management LLC holds 170 shares of DFAC stock, worth $6,111. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170Holding current value
$6,111% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio