Baystate Wealth Management LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Baystate Wealth Management LLC holds 21,878 shares of DFUS stock, worth $1.44 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
21,878
Previous 21,778
0.46%
Holding current value
$1.44 Million
Previous $1.01 Million
11.85%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$385 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio