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 $584,884. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,155
Previous 14,100
0.39%
Holding current value
$584,884
Previous $479,000
9.81%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio