Bay Colony Advisory Group, Inc D Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 24,464 shares of DFSD stock, worth $1.15 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
24,464
Previous 10,810
126.31%
Holding current value
$1.15 Million
Previous $508,000
129.72%
% of portfolio
0.18%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.4 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.3 Million16.23% of portfolio