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 $767,958. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,817
Previous 18,278
19.36%
Holding current value
$767,958
Previous $523,000
26.0%
% of portfolio
0.41%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
675Shares Held
243MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$660 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$326 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$247 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$233 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$201 Million18.44% of portfolio