Triad Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.4M | Buy |
529,012
+230,200
| +77% | +$9.29M | 7.52% | 4 |
|
|
2023
Q2 | $12.5M | Buy |
298,812
+18,018
| +6% | +$752K | 5.12% | 4 |
|
|
2023
Q1 | $11.9M | Buy |
280,794
+23,784
| +9% | +$1.01M | 5.19% | 4 |
|
|
2022
Q4 | $10.7M | Sell |
257,010
-8,737
| -3% | -$363K | 4.76% | 5 |
|
|
2022
Q3 | $10.9M | Buy |
265,747
+37,797
| +17% | +$1.55M | 5.92% | 4 |
|
|
2022
Q2 | $9.94M | Sell |
227,950
-9,249
| -4% | -$403K | 5.51% | 4 |
|
|
2022
Q1 | $11M | Buy |
237,199
+2,862
| +1% | +$133K | 5.89% | 4 |
|
|
2021
Q4 | $11.7M | Buy |
+234,337
| New | +$11.7M | 6.97% | 2 |
|