Triad Financial Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.02M | Sell |
206,326
-2,881
| -1% | -$98K | 2.47% | 11 |
|
|
2023
Q2 | $7.22M | Sell |
209,207
-39,993
| -16% | -$1.38M | 2.96% | 9 |
|
|
2023
Q1 | $8.34M | Sell |
249,200
-41,822
| -14% | -$1.4M | 3.63% | 8 |
|
|
2022
Q4 | $9.74M | Buy |
291,022
+163,326
| +128% | +$5.47M | 4.35% | 6 |
|
|
2022
Q3 | $3.78M | Buy |
127,696
+43,018
| +51% | +$1.27M | 2.06% | 9 |
|
|
2022
Q2 | $2.68M | Buy |
+84,678
| New | +$2.68M | 1.48% | 9 |
|