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Bromfield Sneider Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$850K Buy
23,275
+809
+4% +$28K 0.53% 22
2023
Q4 		$747K Buy
22,466
+987
+5% +$30.6K 0.51% 20
2023
Q3 		$643K Buy
21,479
+18,409
+600% +$573K 0.48% 22
2023
Q2 		$95.1K Buy
3,070
+10
+0.3% +$293 0.08% 49
2023
Q1 		$88K Buy
+3,060
New +$86.5K 0.07% 48

Other funds holding DFAU

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.6% in Q1 2024, buying an estimated $28K and bringing the position to 23,275 shares worth $850K. The position accounts for 0.53% of the portfolio, ranked #22.

Bromfield Sneider Wealth Advisors first reported a position in DFAU in Q1 2023 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 23,275 shares of Dimensional US Core Equity Market ETF worth $850K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors bought 809 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $28K.
  • Dimensional US Core Equity Market ETF made up 0.53% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #22 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

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