Baystate Wealth Management LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Baystate Wealth Management LLC holds 7,367 shares of DFAS stock, worth $498,009. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,367
Previous 7,284
1.14%
Holding current value
$498,009
Previous $382,000
14.92%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$758 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio