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 $348,790. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,260
Previous 5,260
-0.0%
Holding current value
$348,790
Previous $272,000
9.93%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
665Shares Held
136MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$580 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$528 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$389 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$329 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$273 Million0.08% of portfolio