Bromfield Sneider Wealth Advisors Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 16,714 shares of DFAT stock, worth $911,581. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,714
Previous 12,950
29.07%
Holding current value
$911,581
Previous $677,000
34.27%
% of portfolio
0.57%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$777 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$471 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$409 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$264 Million2.47% of portfolio