Bromfield Sneider Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$383K	Buy	10,432 +889	+9%	+$30.8K	0.24%	37
2023 Q4	$328K	Buy	9,543 +70	+0.7%	+$2.28K	0.22%	35
2023 Q3	$309K	Buy	9,473 +2,387	+34%	+$79.5K	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%	+$45.4K	0.19%	35
2022 Q4	$169K	Buy	+5,553	New	+$161K	0.16%	38

Other funds holding DFIV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 9.3% in Q1 2024, buying an estimated $30.8K and bringing the position to 10,432 shares worth $383K. The position accounts for 0.24% of the portfolio, ranked #37.

Bromfield Sneider Wealth Advisors first reported a position in DFIV in Q4 2022 and has held it in 6 quarters since. 486 funds tracked by Wall St. Rank hold DFIV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 10,432 shares of Dimensional International Value ETF worth $383K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 889 Dimensional International Value ETF shares in Q1 2024, an estimated $30.8K.
Dimensional International Value ETF made up 0.24% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #37 holding.
Bromfield Sneider Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 6 quarters since.
486 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2024.

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