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 $200,550. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,906
Previous 6,903
0.04%
Holding current value
$200,550
Previous $166,000
4.22%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio