Triad Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Triad Financial Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.4M	Sell
2023 Q2	$2.51M	Sell
2023 Q1	$2.32M	Sell
2022 Q4	$5.45M	Sell
2022 Q3	$5.29M	Buy
2022 Q2	$5.37M	Sell
2022 Q1	$6.54M	Buy
2021 Q4	$6.83M	Buy