Bromfield Sneider Wealth Advisors Dimensional ETF Tr Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 21,817 shares of DFAI stock, worth $745,486. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,817
Previous 18,278
19.36%
Holding current value
$745,486
Previous $523,000
26.0%
% of portfolio
0.41%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$641 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$254 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$239 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$228 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$195 Million18.44% of portfolio