BSWA
Bromfield Sneider Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $850K | Buy |
23,275
+809
| +4% | +$29.6K | 0.53% | 22 |
|
|
2023
Q4 | $747K | Buy |
22,466
+987
| +5% | +$32.8K | 0.51% | 20 |
|
|
2023
Q3 | $643K | Buy |
21,479
+18,409
| +600% | +$551K | 0.48% | 22 |
|
|
2023
Q2 | $95.1K | Buy |
3,070
+10
| +0.3% | +$310 | 0.08% | 49 |
|
|
2023
Q1 | $88K | Buy |
+3,060
| New | +$88K | 0.07% | 48 |
|