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
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
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