Triad Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.77M | Buy |
332,715
+115,255
| +53% | +$2.69M | 2.74% | 10 |
|
|
2023
Q2 | $5.28M | Buy |
217,460
+15,841
| +8% | +$384K | 2.17% | 10 |
|
|
2023
Q1 | $4.85M | Sell |
201,619
-21,043
| -9% | -$506K | 2.11% | 11 |
|
|
2022
Q4 | $4.98M | Buy |
222,662
+62,590
| +39% | +$1.4M | 2.22% | 11 |
|
|
2022
Q3 | $3.07M | Buy |
160,072
+112,378
| +236% | +$2.15M | 1.67% | 11 |
|
|
2022
Q2 | $1.03M | Buy |
+47,694
| New | +$1.03M | 0.57% | 20 |
|