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 $632,693. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,817
Previous 18,278
19.36%
Holding current value
$632,693
Previous $523,000
26.0%
% of portfolio
0.41%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$183 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$175 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$158 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$125 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$122 Million0.19% of portfolio