Bromfield Sneider Wealth Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio DFIS Stock Details DFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$173K	Buy	6,906 +3	+0%	+$72	0.11%	48
2023 Q4	$167K	Buy	6,903 +39	+0.6%	+$868	0.11%	46
2023 Q3	$151K	Buy	6,864 +6,499	+1,781%	+$149K	0.11%	45
2023 Q2	$8.32K	Buy	365 +4	+1%	+$92	0.01%	95
2023 Q1	$8.29K	Buy	361 +131	+57%	+$2.99K	0.01%	94
2022 Q4	$4.95K	Buy	+230	New	+$4.71K	﹤0.01%	93

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 0.04% in Q1 2024, buying an estimated $72 and bringing the position to 6,906 shares worth $173K. The position accounts for 0.11% of the portfolio, ranked #48.

Bromfield Sneider Wealth Advisors first reported a position in DFIS in Q4 2022 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold DFIS as of Q1 2024.

Bromfield Sneider Wealth Advisors held 6,906 shares of Dimensional International Small Cap ETF worth $173K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 3 Dimensional International Small Cap ETF shares in Q1 2024, an estimated $72.
Dimensional International Small Cap ETF made up 0.11% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #48 holding.
Bromfield Sneider Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2024.

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