Triad Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,735,187 shares of DFAC stock, worth $59 Million. This represents 17.03% of its overall portfolio holdings.
Number of Shares
1,735,187
Previous 1,641,333
5.72%
Holding current value
$59 Million
Previous $44.6 Million
2.02%
% of portfolio
17.03%
Previous 18.67%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio