Bromfield Sneider Wealth Advisors Dimensional ETF Tr Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 10,432 shares of DFIV stock, worth $441,064. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,432
Previous 9,543
9.32%
Holding current value
$441,064
Previous $327,000
17.13%
% of portfolio
0.24%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
687Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$847 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$808 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$472 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$359 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$308 Million0.15% of portfolio