A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 10,432 shares of DFIV stock, worth $382,958. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,432
Previous 9,543 9.32%
Holding current value
$382,958
Previous $327,000 17.13%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Apr 10, 2024

BUY
$33.15 - $36.75 $29,470 - $32,670
889 Added 9.32%
10,432 $383,000
Q4 2023

Jan 05, 2024

BUY
$30.86 - $34.46 $2,160 - $2,412
70 Added 0.74%
9,543 $327,000
Q3 2023

Oct 04, 2023

BUY
$32.1 - $34.42 $76,622 - $82,160
2,387 Added 33.69%
9,473 $309,000
Q2 2023

Jul 17, 2023

BUY
$31.45 - $33.77 $3,994 - $4,288
127 Added 1.82%
7,086 $232,000
Q1 2023

Apr 06, 2023

BUY
$30.43 - $33.38 $42,784 - $46,932
1,406 Added 25.32%
6,959 $224,000
Q4 2022

Jan 09, 2023

BUY
$25.88 - $31.1 $143,711 - $172,698
5,553 New
5,553 $0

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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.