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 $422,022. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,242

Previous 13,208 0.26%

Holding current value

$422,022

Previous $309,000 3.56%

% of portfolio

0.11%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$22.43 - $24.83 $762 - $844	34 Added 0.26%	13,242 $298,000
Q2 2023 Jul 31, 2023	SELL	$22.38 - $24.3 $18,441 - $20,023	-824 Reduced 5.87%	13,208 $309,000
Q1 2023 May 05, 2023	BUY	$21.78 - $24.36 $30,535 - $34,152	1,402 Added 11.1%	14,032 $323,000
Q4 2022 Feb 14, 2023	SELL	$19.67 - $22.73 $7,041 - $8,137	-358 Reduced 2.76%	12,630 $277,000
Q3 2022 Nov 04, 2022	SELL	$20.09 - $23.68 $43,876 - $51,717	-2,184 Reduced 14.39%	12,988 $261,000
Q2 2022 Aug 11, 2022	SELL	$22.9 - $27.06 $15,594 - $18,427	-681 Reduced 4.3%	15,172 $351,000
Q1 2022 May 09, 2022	BUY	$24.29 - $28.31 $187,737 - $218,807	7,729 Added 95.14%	15,853 $416,000
Q4 2021 May 09, 2022	BUY	$26.45 - $28.31 $214,879 - $229,990	8,124 New	8,124 $222,000

Others Institutions Holding DFAE

# of Institutions

611

Shares Held

178M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. Dimensional ETF Tr Transaction History