Bay Harbor Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 98,667 shares of DFSD stock, worth $4.64 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
98,667
Previous 85,610
15.25%
Holding current value
$4.64 Million
Previous $4.02 Million
15.33%
% of portfolio
1.68%
Previous 1.54%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
223Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.5 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.1 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.2 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.1 Million0.84% of portfolio