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

Holding current value

$188

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$46.16 - $47.09 $184 - $188	4 New	4 $0

Others Institutions Holding DFSD

# of Institutions

328

Shares Held

65.8M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

4.17M
Shares

$197 Million
1.31% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.98M
Shares

$141 Million
2.55% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.71M
Shares

$128 Million
1.54% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.59M
Shares

$122 Million
11.2% of portfolio
Savant Capital, LLC

2.31M
Shares

$109 Million
0.88% of portfolio

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Baystate Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History