Triad Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.6M | Buy |
634,025
+266,874
| +73% | +$6.97M | 5.83% | 5 |
|
|
2023
Q2 | $10M | Buy |
367,151
+12,817
| +4% | +$350K | 4.12% | 6 |
|
|
2023
Q1 | $9.55M | Buy |
354,334
+31,625
| +10% | +$852K | 4.16% | 6 |
|
|
2022
Q4 | $8.08M | Buy |
322,709
+100,014
| +45% | +$2.5M | 3.6% | 7 |
|
|
2022
Q3 | $4.8M | Buy |
222,695
+53,485
| +32% | +$1.15M | 2.61% | 7 |
|
|
2022
Q2 | $4.09M | Buy |
169,210
+91,655
| +118% | +$2.21M | 2.26% | 8 |
|
|
2022
Q1 | $2.18M | Buy |
77,555
+38,418
| +98% | +$1.08M | 1.17% | 10 |
|
|
2021
Q4 | $1.16M | Buy |
+39,137
| New | +$1.16M | 0.69% | 23 |
|