Baystate Wealth Management LLC Dimensional ETF Tr Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
527Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
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Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
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Northern Trust Corp Chicago, IL4.24MShares$128 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio