Bromfield Sneider Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 6,906 shares of DFIS stock, worth $211,461. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,906
Previous 6,903
0.04%
Holding current value
$211,461
Previous $166,000
4.22%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
260Shares Held
85.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million11.74% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$116 Million1.68% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.8 Million0.36% of portfolio