A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 16,714 shares of DFAT stock, worth $989,803. This represents 0.57% of its overall portfolio holdings.

Number of Shares
16,714
Previous 12,950 29.07%
Holding current value
$989,803
Previous $677,000 34.27%
% of portfolio
0.57%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$49.45 - $54.43 $186,129 - $204,874
3,764 Added 29.07%
16,714 $909,000
Q4 2023

Jan 05, 2024

BUY
$42.71 - $53.09 $1,708 - $2,123
40 Added 0.31%
12,950 $677,000
Q3 2023

Oct 04, 2023

BUY
$45.07 - $49.71 $159,998 - $176,470
3,550 Added 37.93%
12,910 $589,000
Q2 2023

Jul 17, 2023

BUY
$41.44 - $46.39 $62,367 - $69,816
1,505 Added 19.16%
9,360 $434,000
Q1 2023

Apr 06, 2023

BUY
$42.38 - $49.75 $13,603 - $15,969
321 Added 4.26%
7,855 $349,000
Q4 2022

Jan 09, 2023

BUY
$40.24 - $46.91 $97,179 - $113,287
2,415 Added 47.18%
7,534 $0
Q3 2022

Oct 07, 2022

BUY
$38.84 - $46.6 $107,353 - $128,802
2,764 Added 117.37%
5,119 $199,000
Q2 2022

Jul 06, 2022

BUY
$39.72 - $47.15 $93,540 - $111,038
2,355 New
2,355 $95,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Bromfield Sneider Wealth Advisors Portfolio

Follow Bromfield Sneider Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bromfield Sneider Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bromfield Sneider Wealth Advisors with notifications on news.