BSWA
Bromfield Sneider Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $910K | Buy |
16,714
+3,764
| +29% | +$205K | 0.56% | 20 |
|
|
2023
Q4 | $678K | Buy |
12,950
+40
| +0.3% | +$2.09K | 0.46% | 22 |
|
|
2023
Q3 | $590K | Buy |
12,910
+3,550
| +38% | +$162K | 0.44% | 23 |
|
|
2023
Q2 | $434K | Buy |
9,360
+1,505
| +19% | +$69.8K | 0.34% | 24 |
|
|
2023
Q1 | $350K | Buy |
7,855
+321
| +4% | +$14.3K | 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% | +$107K | 0.24% | 32 |
|
|
2022
Q2 | $95K | Buy |
+2,355
| New | +$95K | 0.12% | 40 |
|