Triad Financial Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$9.84M Buy
396,447
+217,958
+122% +$5.41M 3.46% 8
2023
Q2
$4.53M Buy
178,489
+82,172
+85% +$2.09M 1.86% 13
2023
Q1
$2.37M Buy
+96,317
New +$2.37M 1.03% 14