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 $21.7 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
634,025
Previous 367,151
72.69%
Holding current value
$21.7 Million
Previous $10 Million
65.04%
% of portfolio
6.2%
Previous 4.2%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
645Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$641 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$254 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$239 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$228 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$195 Million18.44% of portfolio