Triad Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.06M | Buy |
35,283
+4,366
| +14% | +$131K | 0.37% | 30 |
|
|
2023
Q2 | $958K | Buy |
30,917
+2,995
| +11% | +$92.8K | 0.39% | 32 |
|
|
2023
Q1 | $803K | Sell |
27,922
-524
| -2% | -$15.1K | 0.35% | 34 |
|
|
2022
Q4 | $769K | Sell |
28,446
-4,040
| -12% | -$109K | 0.34% | 40 |
|
|
2022
Q3 | $817K | Buy |
32,486
+89
| +0.3% | +$2.24K | 0.44% | 31 |
|
|
2022
Q2 | $856K | Buy |
32,397
+11,038
| +52% | +$292K | 0.47% | 29 |
|
|
2022
Q1 | $673K | Buy |
21,359
+9,731
| +84% | +$307K | 0.36% | 36 |
|
|
2021
Q4 | $384K | Buy |
+11,628
| New | +$384K | 0.23% | 64 |
|