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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 $72.2B AUM 27.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.13% in Q1 2024, buying an estimated $781 and bringing the position to 20,905 shares worth $627K. The position accounts for 0.39% of the portfolio, ranked #26.

Bromfield Sneider Wealth Advisors first reported a position in DFLV in Q1 2023 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold DFLV as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 20,905 shares of Dimensional US Large Cap Value ETF worth $627K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors bought 28 Dimensional US Large Cap Value ETF shares in Q1 2024, an estimated $781.
  • Dimensional US Large Cap Value ETF made up 0.39% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #26 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 5 quarters since.
  • 175 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2024.

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