Bromfield Sneider Wealth Advisors Dimensional ETF Tr U S Small C Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 24,393 shares of DFAS stock, worth $1.46 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
24,393
Previous 18,034
35.26%
Holding current value
$1.46 Million
Previous $1.08 Million
41.4%
% of portfolio
0.95%
Previous 0.73%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio