BSWA
Bromfield Sneider Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $128K | Buy |
5,167
+5
| +0.1% | +$124 | 0.08% | 52 |
|
|
2023
Q4 | $124K | Buy |
5,162
+16
| +0.3% | +$386 | 0.08% | 52 |
|
|
2023
Q3 | $116K | Buy |
5,146
+4,101
| +392% | +$92.6K | 0.09% | 48 |
|
|
2023
Q2 | $24.5K | Hold |
1,045
| – | – | 0.02% | 85 |
|
|
2023
Q1 | $24.1K | Hold |
1,045
| – | – | 0.02% | 85 |
|
|
2022
Q4 | $22.9K | Buy |
+1,045
| New | +$22.9K | 0.02% | 83 |
|