Bay Colony Advisory Group, Inc D Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 8,268 shares of DISV stock, worth $226,873. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,268
Previous 8,074
2.4%
Holding current value
$226,873
Previous $217,000
10.6%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
286Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio