Triad Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.22M | Buy |
48,681
+4,950
| +11% | +$226K | 0.78% | 18 |
|
|
2023
Q2 | $2.03M | Buy |
43,731
+4,605
| +12% | +$214K | 0.83% | 17 |
|
|
2023
Q1 | $1.74M | Sell |
39,126
-2,173
| -5% | -$96.7K | 0.76% | 20 |
|
|
2022
Q4 | $1.82M | Buy |
41,299
+2,483
| +6% | +$109K | 0.81% | 19 |
|
|
2022
Q3 | $1.51M | Buy |
38,816
+13,579
| +54% | +$529K | 0.82% | 18 |
|
|
2022
Q2 | $1.02M | Buy |
25,237
+4,398
| +21% | +$177K | 0.56% | 22 |
|
|
2022
Q1 | $971K | Buy |
20,839
+2,496
| +14% | +$116K | 0.52% | 26 |
|
|
2021
Q4 | $872K | Buy |
+18,343
| New | +$872K | 0.52% | 31 |
|