Bay Colony Advisory Group, Inc D Dimensional ETF Tr U S Target Transaction History
Bay Colony Advisory Group, Inc D
- $634 Million
- Q3 2024
A detailed history of Bay Colony Advisory Group, Inc D transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 80,204 shares of DFAT stock, worth $4.5 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
80,204
Previous 68,811
16.56%
Holding current value
$4.5 Million
Previous $3.57 Million
24.99%
% of portfolio
0.7%
Previous 0.61%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio