Baystate Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Baystate Wealth Management LLC holds 14,155 shares of DFUV stock, worth $637,541. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,155
Previous 14,100
0.39%
Holding current value
$637,541
Previous $479,000
9.81%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio