BSWA
Bromfield Sneider Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.52M | Buy |
24,393
+6,359
| +35% | +$396K | 0.94% | 15 |
|
|
2023
Q4 | $1.08M | Buy |
18,034
+147
| +0.8% | +$8.76K | 0.73% | 16 |
|
|
2023
Q3 | $939K | Buy |
17,887
+6,749
| +61% | +$354K | 0.71% | 18 |
|
|
2023
Q2 | $610K | Buy |
11,138
+2,583
| +30% | +$142K | 0.48% | 20 |
|
|
2023
Q1 | $451K | Buy |
8,555
+1,602
| +23% | +$84.4K | 0.38% | 23 |
|
|
2022
Q4 | $356K | Buy |
6,953
+490
| +8% | +$25.1K | 0.33% | 22 |
|
|
2022
Q3 | $301K | Buy |
6,463
+1,225
| +23% | +$57.1K | 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 | +$314K | 0.32% | 19 |
|