BSWA
Bromfield Sneider Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $627K | Buy |
20,905
+28
| +0.1% | +$840 | 0.39% | 26 |
|
|
2023
Q4 | $565K | Buy |
20,877
+6,738
| +48% | +$182K | 0.38% | 25 |
|
|
2023
Q3 | $351K | Buy |
14,139
+2,602
| +23% | +$64.6K | 0.26% | 29 |
|
|
2023
Q2 | $293K | Buy |
11,537
+575
| +5% | +$14.6K | 0.23% | 32 |
|
|
2023
Q1 | $269K | Buy |
+10,962
| New | +$269K | 0.23% | 32 |
|