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 $120,216. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,820
Previous 2,820
-0.0%
Holding current value
$120,216
Previous $104,000
10.58%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio