Bromfield Sneider Wealth Advisors’s U.S. Small Cap Portfolio ETF Class Shares 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BSW

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 35% in Q1 2024, buying an estimated $376K and bringing the position to 24,393 shares worth $1.52M. The position accounts for 0.94% of the portfolio, ranked #15.

Bromfield Sneider Wealth Advisors first reported a position in DFAS in Q4 2021 and has held it in 10 quarters since. 611 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

Bromfield Sneider Wealth Advisors held 24,393 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.52M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 6,359 U.S. Small Cap Portfolio ETF Class Shares shares in Q1 2024, an estimated $376K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.94% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #15 holding.
Bromfield Sneider Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 10 quarters since.
611 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2024.

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