Triad Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $299K | Buy |
13,242
+34
| +0.3% | +$767 | 0.11% | 76 |
|
|
2023
Q2 | $310K | Sell |
13,208
-824
| -6% | -$19.3K | 0.13% | 71 |
|
|
2023
Q1 | $323K | Buy |
14,032
+1,402
| +11% | +$32.3K | 0.14% | 67 |
|
|
2022
Q4 | $277K | Sell |
12,630
-358
| -3% | -$7.86K | 0.12% | 88 |
|
|
2022
Q3 | $261K | Sell |
12,988
-2,184
| -14% | -$43.9K | 0.14% | 81 |
|
|
2022
Q2 | $351K | Sell |
15,172
-681
| -4% | -$15.8K | 0.19% | 65 |
|
|
2022
Q1 | $416K | Buy |
15,853
+7,729
| +95% | +$203K | 0.22% | 59 |
|
|
2021
Q4 | $222K | Buy |
+8,124
| New | +$222K | 0.13% | 112 |
|