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 23,275 shares of DFAU stock, worth $951,249. This represents 0.53% of its overall portfolio holdings.
Number of Shares
23,275
Previous 22,466
3.6%
Holding current value
$951,249
Previous $746,000
13.94%
% of portfolio
0.53%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio