Bromfield Sneider Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$910K	Buy	16,714 +3,764	+29%	+$194K	0.56%	20
2023 Q4	$678K	Buy	12,950 +40	+0.3%	+$1.87K	0.46%	22
2023 Q3	$590K	Buy	12,910 +3,550	+38%	+$169K	0.44%	23
2023 Q2	$434K	Buy	9,360 +1,505	+19%	+$66.1K	0.34%	24
2023 Q1	$350K	Buy	7,855 +321	+4%	+$14.9K	0.29%	26
2022 Q4	$331K	Buy	7,534 +2,415	+47%	+$106K	0.31%	25
2022 Q3	$199K	Buy	5,119 +2,764	+117%	+$118K	0.24%	32
2022 Q2	$95K	Buy	+2,355	New	+$103K	0.12%	40

Other funds holding DFAT

Creative Planning

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

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Mercer Global Advisors

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

Corient Private Wealth

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

Envestnet Asset Management

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

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return