Bay Harbor Wealth Management, LLC Dimensional ETF Tr Transaction History
Bay Harbor Wealth Management, LLC
- $301 Million
- Q3 2024
A detailed history of Bay Harbor Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 88,026 shares of DFAE stock, worth $2.25 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
88,026
Previous 73,160
20.32%
Holding current value
$2.25 Million
Previous $1.89 Million
27.48%
% of portfolio
0.8%
Previous 0.67%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$324 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$157 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.5MShares$89.5 Million3.72% of portfolio