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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$264K	0.28%	21

Other funds holding DFUS

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return