Baystate Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Baystate Wealth Management LLC holds 4 shares of DFSD stock, worth $188. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4Holding current value
$188% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio