Bromfield Sneider Wealth Advisors Dimensional ETF Tr U S Small C Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 24,393 shares of DFAS stock, worth $1.46 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

24,393

Previous 18,034 35.26%

Holding current value

$1.46 Million

Previous $1.08 Million 41.4%

% of portfolio

0.95%

Previous 0.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$56.66 - $62.34 $360,300 - $396,420	6,359 Added 35.26%	24,393 $1.52 Million
Q4 2023 Jan 05, 2024	BUY	$48.83 - $60.51 $7,178 - $8,894	147 Added 0.82%	18,034 $1.08 Million
Q3 2023 Oct 04, 2023	BUY	$51.84 - $57.67 $349,868 - $389,214	6,749 Added 60.59%	17,887 $938,000
Q2 2023 Jul 17, 2023	BUY	$49.85 - $54.8 $128,762 - $141,548	2,583 Added 30.19%	11,138 $610,000
Q1 2023 Apr 06, 2023	BUY	$50.35 - $57.8 $80,660 - $92,595	1,602 Added 23.04%	8,555 $450,000

Q4 2022 Jan 09, 2023	BUY	$50.26 - $54.73 $24,627 - $26,817	490 Added 7.58%	6,953 $0
Q3 2022 Oct 07, 2022	BUY	$47.01 - $55.84 $57,587 - $68,404	1,225 Added 23.39%	6,463 $301,000
Q4 2021 Jan 14, 2022	BUY	$56.67 - $63.93 $296,837 - $334,865	5,238 New	5,238 $314,000

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Bromfield Sneider Wealth Advisors Dimensional ETF Tr U S Small C Transaction History