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 $176,793. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,906
Previous 6,903
0.04%
Holding current value
$176,793
Previous $166,000
4.22%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$454 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$318 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$273 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$97.8 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.7 Million3.04% of portfolio