Bay Harbor Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bay Harbor Wealth Management, LLC
- $311 Million
- Q1 2025
A detailed history of Bay Harbor Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 132,965 shares of DFCF stock, worth $5.58 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
132,965
Previous 129,942
2.33%
Holding current value
$5.58 Million
Previous $5.37 Million
4.06%
% of portfolio
1.8%
Previous 1.77%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
422Shares Held
112MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$474 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio