TFA
Trinity Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
171,189
+4,086
| +2% | +$260K | 3.34% | 10 |
|
|
2025
Q1 | $9.47M | Buy |
167,103
+9,918
| +6% | +$562K | 3.42% | 10 |
|
|
2024
Q4 | $10.2M | Buy |
157,185
+28,259
| +22% | +$1.84M | 3.88% | 9 |
|
|
2024
Q3 | $6.69M | Buy |
128,926
+17,593
| +16% | +$913K | 2.99% | 9 |
|
|
2024
Q2 | $6.69M | Buy |
111,333
+13,142
| +13% | +$790K | 2.99% | 9 |
|
|
2024
Q1 | $6.12M | Buy |
98,191
+15,000
| +18% | +$935K | 2.75% | 12 |
|
|
2023
Q4 | $4.96M | Buy |
83,191
+13,840
| +20% | +$825K | 2.42% | 13 |
|
|
2023
Q3 | $3.64M | Buy |
69,351
+12,209
| +21% | +$641K | 1.93% | 13 |
|
|
2023
Q2 | $3.13M | Buy |
57,142
+16,949
| +42% | +$929K | 1.68% | 12 |
|
|
2023
Q1 | $2.12M | Buy |
40,193
+6,245
| +18% | +$329K | 1.29% | 14 |
|
|
2022
Q4 | $1.74M | Buy |
33,948
+16,397
| +93% | +$839K | 1.14% | 14 |
|
|
2022
Q3 | $816K | Buy |
+17,551
| New | +$816K | 0.59% | 22 |
|