Bay Colony Advisory Group, Inc D Dimensional ETF Tr U S Target Transaction History
Bay Colony Advisory Group, Inc D
- $554 Million
- Q1 2024
A detailed history of Bay Colony Advisory Group, Inc D transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 75,665 shares of DFAT stock, worth $3.87 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
75,665
Previous 51,093
48.09%
Holding current value
$3.87 Million
Previous $2.67 Million
54.06%
% of portfolio
0.74%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio