Bromfield Sneider Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$300K Hold
2023
Q4
$273K Hold
2023
Q3
$245K Hold
2023
Q2
$253K Hold
2023
Q1
$234K Hold
2022
Q4
$219K Hold
2022
Q3
$204K Hold
2022
Q2
$214K Hold
2022
Q1
$258K Hold
2021
Q4
$272K Buy