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 8,785 shares of DISV stock, worth $259,157. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,785
Previous 8,268
6.25%
Holding current value
$259,157
Previous $240,000
2.92%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio