Baystate Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Baystate Wealth Management LLC holds 170 shares of DFAC stock, worth $6,538. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170Holding current value
$6,538% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,154Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio