Bay Colony Advisory Group, Inc D Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 8,074 shares of DISV stock, worth $226,717. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,074
Previous 7,638
5.71%
Holding current value
$226,717
Previous $207,000
4.83%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio