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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return