Bay Colony Advisory Group, Inc D Dimensional ETF Tr Short Durat Transaction History
Bay Colony Advisory Group, Inc D
- $643 Million
- Q4 2024
A detailed history of Bay Colony Advisory Group, Inc D transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 36,738 shares of DFSD stock, worth $1.73 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
36,738
Previous 24,464
50.17%
Holding current value
$1.73 Million
Previous $1.17 Million
47.56%
% of portfolio
0.27%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio