Bay Colony Advisory Group, Inc D Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 11,441 shares of DUHP stock, worth $394,028. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,441
Previous 9,254
23.63%
Holding current value
$394,028
Previous $296,000
31.42%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$287 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio