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

391

Shares Held

219M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.26 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.18 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$270 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$228 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$227 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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