Baystate Wealth Management LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Baystate Wealth Management LLC holds 9,004 shares of DFAT stock, worth $541,860. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,004
Previous 8,247
9.18%
Holding current value
$541,860
Previous $376,000
25.27%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$851 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$749 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$529 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$443 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$312 Million2.46% of portfolio