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 $220,992. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,906
Previous 6,903
0.04%
Holding current value
$220,992
Previous $166,000
4.22%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
275Shares Held
85.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$598 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$399 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$107 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93.8 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$91.4 Million1.31% of portfolio