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 $973,826. This represents 0.53% of its overall portfolio holdings.
Number of Shares
23,275
Previous 22,466
3.6%
Holding current value
$973,826
Previous $746,000
13.94%
% of portfolio
0.53%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
423Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.9 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio