Bay Harbor Wealth Management, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1767989
Hunt Valley, MD
All Filings in DFSD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFSD | $10,018,049 | 208,927 | Shares | Other | 2026-02-02 | |
| 2025-09-30 DFSD | $9,753,077 | 202,388 | Shares | Other | 2025-10-09 | |
| 2025-06-30 DFSD | $8,641,271 | 179,989 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 DFSD | $8,228,943 | 173,168 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 DFSD | $7,974,709 | 170,109 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 DFSD | $7,171,359 | 150,217 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 DFSD | $5,724,130 | 121,790 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 DFSD | $4,641,295 | 98,667 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 DFSD | $4,024,526 | 85,610 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 DFSD | $2,738,136 | 59,037 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 DFSD | $2,344,614 | 50,585 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 DFSD | $1,294,395 | 27,741 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 DFSD | $92,779 | 2,013 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 DFSD | $9,752 | 212 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||