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Dimensional Etf Trust shares owned by Bay Harbor Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Bay Harbor Wealth Management from 13F filings

Historical chart of Bay Harbor Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 150k 47.74
2024-06-30 $5.7M 122k 47.00
2024-03-31 $4.6M 99k 47.04
2023-12-31 $4.0M 86k 47.01
2023-09-30 $2.7M 59k 46.38
2023-06-30 $2.3M 51k 46.35
2023-03-31 $1.3M 28k 46.66
2022-12-31 $93k 2.0k 46.20
2022-09-30 $10k 212 47.17

More positions owned by Bay Harbor Wealth Management

Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)

View all positions for Bay Harbor Wealth Management

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