Baystate Wealth Management LLC Dimensional ETF Tr Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Baystate Wealth Management LLC holds 54 shares of DFIV stock, worth $2,295. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,295

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$30.86 - $34.46 $1,666 - $1,860	54 New	54 $1,000

Others Institutions Holding DFIV

# of Institutions

690

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

Envestnet Asset Management Inc

20M
Shares

$851 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

19.1M
Shares

$812 Million
1.75% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$475 Million
4.47% of portfolio
Savant Capital, LLC

8.49M
Shares

$361 Million
2.53% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$310 Million
0.15% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Baystate Wealth Management LLC Dimensional ETF Tr Transaction History