Baystate Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$24.51 - $26.54 $9.15 Million - $9.91 Million	373,265 New	373,265 $9.91 Million

Others Institutions Holding DUHP

# of Institutions

268

Shares Held

163M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

26.3M
Shares

$850 Million
2.36% of portfolio
Envestnet Asset Management Inc

25.6M
Shares

$828 Million
0.31% of portfolio
Merriman Wealth Management, LLC

8.1M
Shares

$262 Million
11.86% of portfolio
Forum Financial Management, LP Lombard, IL

7.08M
Shares

$229 Million
4.33% of portfolio
Vista Wealth Management Group, LLC

6.69M
Shares

$216 Million
16.65% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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