TFA
Triad Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $45.5M | Buy |
1,735,187
+93,854
| +6% | +$2.46M | 16.01% | 1 |
|
|
2023
Q2 | $44.6M | Buy |
1,641,333
+24,792
| +2% | +$673K | 18.29% | 1 |
|
|
2023
Q1 | $41.2M | Sell |
1,616,541
-76,125
| -4% | -$1.94M | 17.93% | 1 |
|
|
2022
Q4 | $41.1M | Sell |
1,692,666
-10,927
| -0.6% | -$265K | 18.33% | 1 |
|
|
2022
Q3 | $37.9M | Sell |
1,703,593
-29,366
| -2% | -$653K | 20.6% | 1 |
|
|
2022
Q2 | $40.4M | Sell |
1,732,959
-56,440
| -3% | -$1.32M | 22.37% | 1 |
|
|
2022
Q1 | $49.4M | Buy |
1,789,399
+24,069
| +1% | +$664K | 26.4% | 1 |
|
|
2021
Q4 | $51.1M | Buy |
+1,765,330
| New | +$51.1M | 30.35% | 1 |
|