Bromfield Sneider Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 5,260 shares of DFUS stock, worth $382,875. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,260
Previous 5,260
-0.0%
Holding current value
$382,875
Previous $272,000
9.93%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
802Shares Held
197MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.28 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$579 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$575 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$368 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$334 Million10.8% of portfolio