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 $312,812. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,260
Previous 5,260
-0.0%
Holding current value
$312,812
Previous $272,000
9.93%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio