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

BSW

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

IFA

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 29% in Q1 2024, buying an estimated $194K and bringing the position to 16,714 shares worth $910K. The position accounts for 0.56% of the portfolio, ranked #20.

Bromfield Sneider Wealth Advisors first reported a position in DFAT in Q2 2022 and has held it in 8 quarters since. 602 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

Bromfield Sneider Wealth Advisors held 16,714 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $910K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 3,764 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $194K.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.56% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #20 holding.
Bromfield Sneider Wealth Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2022 and has held it in 8 quarters since.
602 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2024.

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