Triad Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 13,242 shares of DFAE stock, worth $339,260. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,242
Previous 13,208
0.26%
Holding current value
$339,260
Previous $309,000
3.56%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$325 Million1.32% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$157 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.5MShares$89.6 Million3.72% of portfolio