Triad Wealth Partners’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
2025 Q2	$457K	Buy	14,721 +7,976	+118%	+$247K	0.09%	166
2025 Q1	$206K	Buy	+6,745	New	+$206K	0.06%	207