Bromfield Sneider Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.52M	Buy	24,393 +6,359	+35%	+$376K	0.94%	15
2023 Q4	$1.08M	Buy	18,034 +147	+0.8%	+$7.88K	0.73%	16
2023 Q3	$939K	Buy	17,887 +6,749	+61%	+$372K	0.71%	18
2023 Q2	$610K	Buy	11,138 +2,583	+30%	+$135K	0.48%	20
2023 Q1	$451K	Buy	8,555 +1,602	+23%	+$86.7K	0.38%	23
2022 Q4	$356K	Buy	6,953 +490	+8%	+$25.2K	0.33%	22
2022 Q3	$301K	Buy	6,463 +1,225	+23%	+$62.6K	0.36%	22
2022 Q2	$251K	Hold	5,238	–	–	0.31%	26
2022 Q1	$294K	Hold	5,238	–	–	0.31%	20
2021 Q4	$314K	Buy	+5,238	New	+$316K	0.32%	19

Other funds holding DFAS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management

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

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return