BSWA
Bromfield Sneider Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $383K | Buy |
10,432
+889
| +9% | +$32.7K | 0.24% | 37 |
|
2023
Q4 | $328K | Buy |
9,543
+70
| +0.7% | +$2.41K | 0.22% | 35 |
|
2023
Q3 | $309K | Buy |
9,473
+2,387
| +34% | +$77.9K | 0.23% | 33 |
|
2023
Q2 | $233K | Buy |
7,086
+127
| +2% | +$4.17K | 0.18% | 36 |
|
2023
Q1 | $224K | Buy |
6,959
+1,406
| +25% | +$45.3K | 0.19% | 35 |
|
2022
Q4 | $169K | Buy |
+5,553
| New | +$169K | 0.16% | 38 |
|