Bay Colony Advisory Group, Inc D Dimensional ETF Tr Transaction History
Bay Colony Advisory Group, Inc D
- $682 Million
- Q2 2025
A detailed history of Bay Colony Advisory Group, Inc D transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 16,649 shares of DFIV stock, worth $776,342. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,649
Previous 8,868
87.74%
Holding current value
$776,342
Previous $349,000
104.3%
% of portfolio
0.1%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio