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 634,025 shares of DFAI stock, worth $19.2 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
634,025
Previous 367,151
72.69%
Holding current value
$19.2 Million
Previous $10 Million
65.04%
% of portfolio
6.2%
Previous 4.2%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
527Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio