TFA
Trinity Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
236,361
-17,705
| -7% | -$1.19M | 4.85% | 6 |
|
|
2025
Q1 | $14.7M | Buy |
254,066
+36,190
| +17% | +$2.1M | 5.32% | 6 |
|
|
2024
Q4 | $13.9M | Buy |
217,876
+112,247
| +106% | +$7.14M | 5.27% | 6 |
|
|
2024
Q3 | $5.55M | Buy |
105,629
+80,068
| +313% | +$4.21M | 2.48% | 13 |
|
|
2024
Q2 | $1.5M | Buy |
+25,561
| New | +$1.5M | 0.67% | 23 |
|