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 $658,218. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,817
Previous 18,278
19.36%
Holding current value
$658,218
Previous $523,000
26.0%
% of portfolio
0.41%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
490Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$159 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio