Triad Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Triad Financial Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.22M	Buy
2023 Q2	$2.03M	Buy
2023 Q1	$1.74M	Sell
2022 Q4	$1.82M	Buy
2022 Q3	$1.51M	Buy
2022 Q2	$1.01M	Buy
2022 Q1	$971K	Buy
2021 Q4	$872K	Buy