Bay Colony Advisory Group, Inc D Dimensional ETF Tr U S Equity Transaction History
Bay Colony Advisory Group, Inc D
- $580 Million
- Q2 2024
A detailed history of Bay Colony Advisory Group, Inc D transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 9,688 shares of DFUS stock, worth $576,145. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,688
Previous 9,583
1.1%
Holding current value
$576,145
Previous $546,000
4.4%
% of portfolio
0.1%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio