BSWA
DFAI

Bromfield Sneider Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$659K Buy
21,817
+3,539
+19% +$102K 0.41% 24
2023
Q4 		$523K Buy
18,278
+1,140
+7% +$30.4K 0.35% 27
2023
Q3 		$447K Buy
17,138
+10,675
+165% +$290K 0.34% 26
2023
Q2 		$177K Buy
6,463
+639
+11% +$17.5K 0.14% 41
2023
Q1 		$157K Buy
5,824
+4,834
+488% +$128K 0.13% 41
2022
Q4 		$24.8K Buy
+990
New +$23.8K 0.02% 80

Other funds holding DFAI

SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 19% in Q1 2024, buying an estimated $102K and bringing the position to 21,817 shares worth $659K. The position accounts for 0.41% of the portfolio, ranked #24.

Bromfield Sneider Wealth Advisors first reported a position in DFAI in Q4 2022 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold DFAI as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 21,817 shares of Dimensional International Core Equity Market ETF worth $659K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors bought 3,539 Dimensional International Core Equity Market ETF shares in Q1 2024, an estimated $102K.
  • Dimensional International Core Equity Market ETF made up 0.41% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #24 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 6 quarters since.
  • 477 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2024.

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