Bromfield Sneider Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$128K	Buy	5,167 +5	+0.1%	+$120	0.08%	52
2023 Q4	$124K	Buy	5,162 +16	+0.3%	+$366	0.08%	52
2023 Q3	$116K	Buy	5,146 +4,101	+392%	+$96.7K	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	+$22.2K	0.02%	83

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's DFAE Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.1% in Q1 2024, buying an estimated $120 and bringing the position to 5,167 shares worth $128K. The position accounts for 0.08% of the portfolio, ranked #52.

Bromfield Sneider Wealth Advisors first reported a position in DFAE in Q4 2022 and has held it in 6 quarters since. 413 funds tracked by Wall St. Rank hold DFAE as of Q1 2024.

Bromfield Sneider Wealth Advisors held 5,167 shares of Dimensional Emerging Core Equity Market ETF worth $128K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 5 Dimensional Emerging Core Equity Market ETF shares in Q1 2024, an estimated $120.
Dimensional Emerging Core Equity Market ETF made up 0.08% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #52 holding.
Bromfield Sneider Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 6 quarters since.
413 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.