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

BSW

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SWA

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MRWM

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

GWWM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2024 at 5,260 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #41.

Bromfield Sneider Wealth Advisors first reported a position in DFUS in Q4 2021 and has held it in 10 quarters since. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

Bromfield Sneider Wealth Advisors held 5,260 shares of Dimensional US Equity ETF worth $300K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2024.
Dimensional US Equity ETF made up 0.19% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #41 holding.
Bromfield Sneider Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 10 quarters since.
567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

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