BSWA
Bromfield Sneider Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $300K | Hold |
5,260
| – | – | 0.19% | 41 |
|
|
2023
Q4 | $273K | Hold |
5,260
| – | – | 0.18% | 38 |
|
|
2023
Q3 | $245K | Hold |
5,260
| – | – | 0.18% | 36 |
|
|
2023
Q2 | $253K | Hold |
5,260
| – | – | 0.2% | 33 |
|
|
2023
Q1 | $234K | Hold |
5,260
| – | – | 0.2% | 33 |
|
|
2022
Q4 | $219K | Hold |
5,260
| – | – | 0.2% | 32 |
|
|
2022
Q3 | $204K | Hold |
5,260
| – | – | 0.24% | 30 |
|
|
2022
Q2 | $214K | Hold |
5,260
| – | – | 0.26% | 29 |
|
|
2022
Q1 | $258K | Hold |
5,260
| – | – | 0.27% | 23 |
|
|
2021
Q4 | $272K | Buy |
+5,260
| New | +$272K | 0.28% | 21 |
|