Triad Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $323K | Hold |
6,158
| – | – | 0.11% | 68 |
|
|
2023
Q2 | $337K | Hold |
6,158
| – | – | 0.14% | 63 |
|
|
2023
Q1 | $325K | Hold |
6,158
| – | – | 0.14% | 66 |
|
|
2022
Q4 | $315K | Hold |
6,158
| – | – | 0.14% | 77 |
|
|
2022
Q3 | $286K | Sell |
6,158
-300
| -5% | -$13.9K | 0.16% | 79 |
|
|
2022
Q2 | $310K | Buy |
6,458
+1,501
| +30% | +$72.1K | 0.17% | 73 |
|
|
2022
Q1 | $278K | Sell |
4,957
-255
| -5% | -$14.3K | 0.15% | 80 |
|
|
2021
Q4 | $313K | Buy |
+5,212
| New | +$313K | 0.19% | 77 |
|