Bromfield Sneider Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 2,820 shares of DFUV stock, worth $115,338. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,820
Previous 2,820
-0.0%
Holding current value
$115,338
Previous $104,000
10.58%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio