Bromfield Sneider Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$627K	Buy	20,905 +28	+0.1%	+$781	0.39%	26
2023 Q4	$565K	Buy	20,877 +6,738	+48%	+$170K	0.38%	25
2023 Q3	$351K	Buy	14,139 +2,602	+23%	+$66.7K	0.26%	29
2023 Q2	$293K	Buy	11,537 +575	+5%	+$14.1K	0.23%	32
2023 Q1	$269K	Buy	+10,962	New	+$275K	0.23%	32

Other funds holding DFLV

Corient Private Wealth

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

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return