Triad Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.4M | Buy |
274,503
+133,605
| +95% | +$3.11M | 2.25% | 12 |
|
|
2023
Q2 | $3.39M | Buy |
140,898
+12,494
| +10% | +$300K | 1.39% | 14 |
|
|
2023
Q1 | $3.03M | Buy |
128,404
+21,714
| +20% | +$512K | 1.32% | 13 |
|
|
2022
Q4 | $2.4M | Buy |
106,690
+53,052
| +99% | +$1.19M | 1.07% | 14 |
|
|
2022
Q3 | $1.1M | Buy |
53,638
+33,651
| +168% | +$688K | 0.6% | 20 |
|
|
2022
Q2 | $470K | Buy |
+19,987
| New | +$470K | 0.26% | 44 |
|