TFA
Triad Financial Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $28.6M | Buy |
616,393
+124,839
| +25% | +$5.79M | 10.07% | 3 |
|
|
2023
Q2 | $22.8M | Sell |
491,554
-10,764
| -2% | -$499K | 9.35% | 3 |
|
|
2023
Q1 | $23.4M | Buy |
502,318
+17,266
| +4% | +$806K | 10.2% | 3 |
|
|
2022
Q4 | $22.4M | Sell |
485,052
-89,486
| -16% | -$4.12M | 9.97% | 3 |
|
|
2022
Q3 | $26.4M | Buy |
574,538
+2,996
| +0.5% | +$138K | 14.37% | 3 |
|
|
2022
Q2 | $26.8M | Buy |
571,542
+130,322
| +30% | +$6.11M | 14.84% | 2 |
|
|
2022
Q1 | $21.1M | Buy |
441,220
+299,567
| +211% | +$14.3M | 11.3% | 2 |
|
|
2021
Q4 | $7.08M | Buy |
+141,653
| New | +$7.08M | 4.2% | 4 |
|