Bay Colony Advisory Group, Inc D Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 11,510 shares of DUHP stock, worth $408,374. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,510
Previous 11,441
0.6%
Holding current value
$408,374
Previous $389,000
0.26%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio