Triad Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$323K Hold
2023
Q2
$337K Hold
2023
Q1
$325K Hold
2022
Q4
$315K Hold
2022
Q3
$286K Sell
2022
Q2
$310K Buy
2022
Q1
$278K Sell
2021
Q4
$313K Buy