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 $820,155. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,714
Previous 12,950
29.07%
Holding current value
$820,155
Previous $677,000
34.27%
% of portfolio
0.57%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio