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 $127,012. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,820
Previous 2,820
-0.0%
Holding current value
$127,012
Previous $104,000
10.58%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio