Bay Harbor Wealth Management, LLC Dimensional ETF Tr Transaction History
Bay Harbor Wealth Management, LLC
- $275 Million
- Q1 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 56,759 shares of DFAE stock, worth $1.47 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
56,759
Previous 48,897
16.08%
Holding current value
$1.47 Million
Previous $1.18 Million
19.1%
% of portfolio
0.51%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding DFAE
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$328 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$132 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$94.7 Million0.26% of portfolio