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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$26.0 - $28.17 $6.94 Million - $7.52 Million
266,874 Added 72.69%
634,025 $16.6 Million
Q2 2023

Jul 31, 2023

BUY
$26.46 - $28.05 $339,137 - $359,516
12,817 Added 3.62%
367,151 $10 Million
Q1 2023

May 05, 2023

BUY
$25.21 - $27.45 $797,266 - $868,106
31,625 Added 9.8%
354,334 $9.55 Million
Q4 2022

Feb 14, 2023

BUY
$21.47 - $25.85 $2.15 Million - $2.59 Million
100,014 Added 44.91%
322,709 $8.08 Million
Q3 2022

Nov 04, 2022

BUY
$21.44 - $25.78 $1.15 Million - $1.38 Million
53,485 Added 31.61%
222,695 $4.8 Million
Q2 2022

Aug 11, 2022

BUY
$23.87 - $28.49 $2.19 Million - $2.61 Million
91,655 Added 118.18%
169,210 $4.09 Million
Q1 2022

May 09, 2022

BUY
$25.94 - $30.08 $996,562 - $1.16 Million
38,418 Added 98.16%
77,555 $2.18 Million
Q4 2021

May 09, 2022

BUY
$28.27 - $30.4 $1.11 Million - $1.19 Million
39,137 New
39,137 $1.16 Million

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.