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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$910K Buy
2023
Q4
$678K Buy
2023
Q3
$590K Buy
2023
Q2
$434K Buy
2023
Q1
$350K Buy
2022
Q4
$331K Buy
2022
Q3
$199K Buy
2022
Q2
$95K Buy