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 $18.9 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
634,025
Previous 367,151
72.69%
Holding current value
$18.9 Million
Previous $10 Million
65.04%
% of portfolio
6.2%
Previous 4.2%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$129 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio