Triad Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.4M | Sell |
51,655
-556
| -1% | -$25.9K | 0.85% | 17 |
|
|
2023
Q2 | $2.51M | Sell |
52,211
-71
| -0.1% | -$3.42K | 1.03% | 15 |
|
|
2023
Q1 | $2.32M | Sell |
52,282
-78,685
| -60% | -$3.5M | 1.01% | 15 |
|
|
2022
Q4 | $5.45M | Sell |
130,967
-5,367
| -4% | -$223K | 2.43% | 10 |
|
|
2022
Q3 | $5.29M | Buy |
136,334
+4,514
| +3% | +$175K | 2.88% | 6 |
|
|
2022
Q2 | $5.37M | Sell |
131,820
-1,627
| -1% | -$66.3K | 2.98% | 6 |
|
|
2022
Q1 | $6.54M | Buy |
133,447
+1,317
| +1% | +$64.6K | 3.5% | 6 |
|
|
2021
Q4 | $6.83M | Buy |
+132,130
| New | +$6.83M | 4.05% | 5 |
|