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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return