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Bromfield Sneider Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$115K Hold
2,820
– – 0.07% 55
2023
Q4 		$105K Hold
2,820
– – 0.07% 54
2023
Q3 		$95.9K Hold
2,820
– – 0.07% 52
2023
Q2 		$97.3K Hold
2,820
– – 0.08% 48
2023
Q1 		$94.4K Hold
2,820
– – 0.08% 47
2022
Q4 		$94.4K Hold
2,820
– – 0.09% 44
2022
Q3 		$84K Hold
2,820
– – 0.1% 42
2022
Q2 		$89K Buy
+2,820
New +$93.9K 0.11% 41

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2024 at 2,820 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #55.

Bromfield Sneider Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 2,820 shares of Dimensional US Marketwide Value ETF worth $115K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2024.
  • Dimensional US Marketwide Value ETF made up 0.07% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #55 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 8 quarters since.
  • 566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

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