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 $1.37 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
21,878
Previous 21,778
0.46%
Holding current value
$1.37 Million
Previous $1.01 Million
11.85%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.65 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$497 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$362 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$299 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$252 Million0.09% of portfolio