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 $482,688. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,432
Previous 9,543
9.32%
Holding current value
$482,688
Previous $327,000
17.13%
% of portfolio
0.24%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
745Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$978 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$922 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$517 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$397 Million2.4% of portfolio