Triad Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
13,585
Previous 7,467 81.93%
Holding current value
$740 Million
Previous $399 Million 85.54%
% of portfolio
0.15%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
6,118 Added 81.93%
13,585 $740 Million
Q1 2025

May 14, 2025
BUY
N/A
7,467 New
7,467 $399 Million
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