Bay Colony Advisory Group, Inc D Dimensional ETF Tr Dimensional Transaction History
Bay Colony Advisory Group, Inc D
- $786 Million
- Q3 2025
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 31,844 shares of DISV stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
31,844
Previous 18,413
72.94%
Holding current value
$1.14 Million
Previous $605,000
87.77%
% of portfolio
0.14%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio