BSWA
Bromfield Sneider Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$89K | 0.11% | 41 |
|