Bromfield Sneider Wealth Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio DCOR Stock Details DCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$540K	Buy	9,208 +7,973	+646%	+$442K	0.33%	30
2023 Q4	$66K	Buy	1,235 +5	+0.4%	+$248	0.04%	62
2023 Q3	$59.3K	Buy	+1,230	New	+$60.2K	0.04%	61

Other funds holding DCOR

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $430M AUM 17.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Annandale Capital Dallas, Texas $609M AUM 11.03% 1-Year Est. Return