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 $173,754. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,906
Previous 6,903
0.04%
Holding current value
$173,754
Previous $166,000
4.22%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$293 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$164 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.5 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$54.9 Million0.63% of portfolio