Triad Financial Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$848K Buy
35,824
+7,729
+28% +$183K 0.3% 36
2023
Q2
$685K Buy
28,095
+3,525
+14% +$85.9K 0.28% 40
2023
Q1
$574K Sell
24,570
-5,415
-18% -$127K 0.25% 42
2022
Q4
$678K Buy
29,985
+3,641
+14% +$82.3K 0.3% 41
2022
Q3
$541K Buy
+26,344
New +$541K 0.29% 39